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Félix Gérin's avatar

Great update! I have a question for you though, do you know if Valueact is still a shareholder in the company? I know they had bought some shares in 2019/2020 but I can't find anywhere else if they sold their stake. Thanks!

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David Lin's avatar

Thanks for the write up! I tend to agree with your points. One thing I have issue with though, is the slow pace of innovation. The next generation switch could have been released much earlier, but it’s taken until 2025 for them to get their act together. Thoughts?

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