The other key Vlad speaks about is the diversification - Cyber security is growing well together with software which is largely recurring. The only segment he mentioned that was slowing was PC growth, so on a portfolio basis DDR is still very well positioned
He said DDR did really really well for the half and that he was stoked by the result which will be released high level this week. Expecting strong sales and solid earnings again which will be well received.
The other key Vlad speaks about is the diversification - Cyber...
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