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davidmicrocap

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davidmicrocap

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Saturday, 03/23/2019 10:06:22 PM

Saturday, March 23, 2019 10:06:22 PM

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The most important part is the replacement cycle.
Anyone knows what is the composition of sales for replacement/upgrade vs new users?
I believe we are seeing great tailwind from industry, but eventually it is the replacement cycle that matters.
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