May be the person who bought Open Globe is the same investment banker who bought Data Play, and will make something of merging the two...
As to them being "Significant Competition", I merely note that they are gone, even though lyra has been around for years as you note, and EDIG is just picking up OEMS who are interested in 0-1000 to the tune of initial orders of 10,000-to-30,000...
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