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I just had lunch with Adrian and Sanda. We discussed a lot of...

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    I just had lunch with Adrian and Sanda. We discussed a lot of things in general, but one point was made, the September quarterly was pretty much as expected since the northern summer is always a difficult time for business.

    I pushed a bit for them to compare the underlying quarterly business with that of the same quarter of the previous year at least as a percentage change.
 
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