It's slow burn but they are not throwing a ton of money at it so why write it off?
I have seen these guys work diligently and astutely for several years now. I am not worried about some verticals taking a while to move. They are changing the paradigm for several industries and the adoption for significant change is always slow at the start. So why drop the ball for no good reason?
Ann: Calix Newsletter May 2024, page-8
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