I read it as positive. Because of the seasonal nature of revenue for CAT we will look a lot better after next quarter. We will also get some idea about the cross selling and international rollout of XOS and AMS with the full year report. PLAYR sales will also start contributing maybe even a noticeable amount if there is some organic growth. Patience should pay off with CAT.
Ann: Appendix 4C - quarterly, page-8
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