Hi Roy, I have completed the same homework and am also comfortable about the company progress (not share price). One question I have is where do they account for the costs of embedding dubber into the teleco? These costs would be relatively high where additional users would be relatively low imo but they are also short term, ie once embedded you don't have to keep doing it.
Have you been able to separate/ identify the costs associated with teleco embedding rather than end user acquisition and maintenance?
Hi Roy, I have completed the same homework and am also...
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