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From the Bandwagon,
The correct GG strategy would be to buy a basket of wireless
infrastructure players: PUMA, INSP, AETH and PHCM (can substitute GNET and SWCM to get the
merger/arbritage premiums). IMO PUMA and PHCM are the Gorilla Game candidates, while INSP and
AETH are really Godzilla Game players.

Is this the consensus?

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