Vnpt deal will be released with tool's new album. Still under neg as per their last ann.
2 upsides to google fi
1. It should really highlight to telecos the threat of ott is very real and growing.
They must find a strategy to deal with it. Nor and zip are one of the few otts trying to work with telecos. Nor has the advantage of still ising teleco backend pipes
2. When big players want a space they oftem buy the competion well above market and shut them down or integrate their tech and users. For that to happen nor needs to show growing market penetration. Nor has mastered pbx integration so they are well ahead in the corporate space.
The changing landscape of tech stokes is amazing.
The take home message must be- no more delays. They need to roll out aggressively.
