Ian Brown on X: "@shatil ...but I gotta think there's impact to current cap or cost ma…"

@shatil In aggregate, the overhead of these mitigations would be more than a few percents. I don't expect most customers to see any impact...

Ian Brown @igb

@shatil ...but I gotta think there's impact to current cap or cost margins over the next year.

4:49 PM · May 16, 2019 View on Twitter ↗

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@shatil (for the vendors, not the customers)