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Ann: Enterprise Sales & ACV Update, page-61

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    RobN doesn't have to come back to 3DP, just switch some of his NEA $ into 3DP.
    That will light a fire under the sp and confirm he has realised 3DP's capital light model is easier to translate into profits. This will confirm IanO's long held opinion.

    Be sure to front run RN, not follow.
 
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