I think the mention of Europe/USA was just to send the signal that Sales may be slower there if things continue along the current trend or really go pear shaped.
Reminding everyone that Asia Pacific is somewhere that TZ hasn't made an impact in yet should serve as a reminder that China, Japan, Singapore, Malaysia, Indonesia, etc all have data centres and shop over the internet.
Can't see any immediate returns in Asia, but in 12-18months, we could be singing a different tune.
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I think the mention of Europe/USA was just to send the signal...
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