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If the US goes into a full lockdown or even a semi-lockdown with...

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    If the US goes into a full lockdown or even a semi-lockdown with kids staying home from school, this will further accelerate the already aggressive growth trajectory this company is on. Unfortunately/fortunately(depends on how you look at it) the level of Covid disruption being caused is strongly correlated to the speed of FZO’s software rollout and take up.

    Plenty to play out in this story!
 
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