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Bear market and APX future, page-68

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    The long term fixed pricing they agreed with one of their bigger customers must have some minimum spend so hopefully that is a buffer against any potential reduction in need for their services (but can't see why google, facebook, linkedin et al would need to reduce spending even in this environment).
    They must also have some pretty solid expectations and even perhaps commitment from US govt contract given they have opened an office in DC and planning to open a secure facility in Dallas later this year.
 
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