My take:
The recent increase in staffing certainly suggests progress
GG trip to Oz looks like poor timing - surely too soon to gee up instos or new money
The lack of new telco sign up of itself doesn’t mean much if we’re not making tons from those already integrated - let’s see the $ from Verizon
The general air of frustration is endemic to early stages - so we’re all in for some trying moments - these will only get better once we’re on a roll
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My take: The recent increase in staffing certainly suggests...
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