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Its hard to gauge competition as IOT is in its infancy and...

  1. 9,989 Posts.
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    Its hard to gauge competition as IOT is in its infancy and nascent at this stage with a multi trillion dollar potential.

    Hence BUD is in the right sector, more importantly it is the backing of their very well credentialled board.

    One key differentiator is also Microsoft being a major supporter and backer which hopefully allows BUD to exponentially grow and mature into this IoT potential.

    But thats the story we can discuss over the coming months.
 
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