Re: UOA
It’s becoming a digital infrastructure play more and more which the market is beginning to see after the last earnings call. Global deals in Europe SA NA Asia are beginning to compound the growth. Ganzi knows networks and how to eloquently put all the pieces together. I never knew the man prior to Colony but he is not a stodgy CEO in the ivory tower. I like his frankness so far and ability to talk straight. Hoping this converged ecosystem play is what the market wants. So far it sounds good on paper but competition is all over.