DDR 0.74% $9.43 dicker data limited

It's great that they've added another vendor, but the one to...

  1. 3,555 Posts.
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    It's great that they've added another vendor, but the one to watch is still VMWare. That agreement started in March, so we've not really seen the impact as yet.

    Given DDR's client base is largely enterprise/large corporate, they should do very well from that.

    Zoom is likely a sideshow (hence no separate market announcement).
    Nevertheless, I always welcome new vendor additions
 
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