Simmo - you're normally such a well of advice.
However, this time your reasoning appears to be based on bias confirmation i.e. not compelling/sound enough by itself to base an investment on.
I often give TUs to those that I soundly disagree with, that give well reasoned persuasive arguments that challenge my thinking, not just those that confirm my personal biases particularly if their reasoning is flawed.
Optus pairs with Cisco for Data Virtualisation, page-10
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