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my feel is that management is rather cautious. payout 40% of eps...

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    my feel is that management is rather cautious. payout 40% of eps i thought was rather disappointing. they might be looking at possibly acquisition in near term or higher divvy at fy
    telecommunications is h1 biased so expect flat growth?
    good wih increase to 5.9
    didn't mention about tendering activities.
 
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