That’s fair, thanks. Erosion of non-core revenue streams is a reasonable concern to have and depending on the adoption/penetration rate of these techs, it’s likely that we’ll get answers to our questions sooner rather than later.
Currently I’ve taken up a tracking position on the back of management guidance + confidence + my view that this space might be in the early stages of the same cycle that Indian IT has gone through for a few decades now.
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