Vanadium:, page-13

This is a really good science lesson and great market analysis.

But it’s like listing a spec sheet of a router or switch and stating the huge demand for telco services.

Hardware doesn’t make a successful telco, it’s the people behind the business that will make it or break it.

The question then is - who is running this Telco (business)?

If the business doesn’t have competent, industry experienced people on the payroll wouldn’t you (as a shareholder) want to know who supplies the business goods and services?

Would you accept reading ‘IT Team’ as their business partner?

The IT Team could then be the Managers (overpaid) relative or mate who got their WiFi working but has no idea about cyber security.

“Dale dug a hole” is all that’s been announced so far.

We wait and see........