there is definitely a focus on buying comms companies where...

  1. 222 Posts.
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    there is definitely a focus on buying comms companies where there is limited competition that plays into their current tech advantages.

    a rather lack lustre presentation that maybe provides an early "not a lot to see here" for the earnings call next week.

    thought there might at least be a bit more of a reveal of their strategy / future focus.

    waiting to see how much of a div hit but rather flat I would say.

    still a long term hold
 
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