Hi All, I know there has been some questions around Craig S. talking up the future prospects. How much of it is his roles as CEO and how much of it is real and reflective of the actual increase in demand.
Yesterday Macquarie Telecom commented about the increase in demand and have also outlined capital expenditure to meet the demand. When multiple companies are putting money behind it (and not just saying it) it surely reinforces the cloud growth thematic is accelerating. Thier share price jumped 16% yesterday.
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