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14/02/22
14:14
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Originally posted by Simonmobile:
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All talk, marketing, smoke and mirrors. You've been around long enough to reach the 4cs and quarterlies to know how Karl will try and spin a bad story. The emperor has no clothes. LVT is not a workflow platform and does it poorly. It's a jumped up intranet. Service portals are is what is replacing intranets. That's where LVT is failing and others are thriving The share price has decreased by over 50% on average over the best years ever for this market. What I heard from someone senior a microsoft was 'They spend more than anyone else on Christmas parties', but not sure what else they do
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As seen from recent announcements, LVT are still acquiring, and the word on the street is that they are looking to acquire an events management company and integrate it into their offering. The Microsoft observation was strategic guidance.