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That, or they are really banking on a CMAP migration path that involves a downstream-only version of the Access Shelf. It'll help them blaze a path to CMAP, if that's the direction they choose, but whether that will lead to a path of revenue and growth glory... I like CommScope's chances much better than I liked LiquidxStream's when it was a startup that was going it alone.
You're good at questioning when cmap/cesar will take off and when XYZ plan will turn into ROI, but rarely offer any answers. Care to take a stab? JB