That's very interesting mate, to know you work in that space and have some insight into the competitive landscape.
I'd be grateful if you popped over to the MAQ & MP1 forums to chip in your 2c worth on how you see it. MP1 has a *little* discussion going here and there but MAQ is literally a ghost town. I'll start a thread.
I agree about the general avoidance of Telcos - I exited a chunk of capital out of TLS for these sort of plays. I liked the way MAQ were leveraged to the cloud and data centres so I was willing to take on the Telco component.
Anyway I don't want to drive the forum off-topic any further, thanks for your input.
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That's very interesting mate, to know you work in that space and...
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