The language used by Management on the health and commitment of contracts reminds me of BUD (not a holder).
Conversation over there suggests there was countless statements of deals with big name customers that never hit the balance sheet. Everything was imminent.
The markets reaction after the NTC FY18 report was probably justified. If you over promise and under deliver then expect a savage response.
Ann: Casa Systems and NetComm Recommended Transaction, page-38
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