there are a few differences now
a. you are directly hearing from the people doing the organizing and in contact with the customers
b. they have finally twigged to the profitability that lies in supply chain - which Parsifal was trying to tell them 2 bloody years ago along with fractured markets and length of time and complexity of major sales
c. their comments on why it isn't one single license are incredibly relevant for shareholders -
their comments are explanatory - NOT pumping
if you think the comments are the same as last year - I am sorry - you need to read the transcript -- very slowly. No offense intended.
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