Just to confirm, I read the Ann the same as you and figured Smartfren may not be a customer anymore.
I asked David to confirm my thoughts and he stated that Smartfren is still a goer with PGASCOM.
Definitely 2 separate deals here!
I'd expect Brazil update to be bigger news than Indo at this stage.
I (IMO) believe that the delays in that region are because we are probably taking a completely different COA than originally planned.
I wouldn't be suprised if it's a whole of LATAM role out as a stand alone product!
Just my thoughts.
MMM
Research, page-2409
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