Overpaid under performers…. It’s a chronic theme where these companies well / become top heavy and don’t recognize the revenue leakage because of the HIGH WAC pricing . Get ready for your future pain points.
I used to work for MDT over a year ago… what are you all telling customers/HCA at QE for their million dollar deals if everything is on BO? That’s crazy. BOs were bad then but this seems kinda crazy that everything mentioned above is nowhere in the DCs or on severe allocation restraints.