My reading of the announcement and the potential impact, is that this will affect - in 2018 and beyond - about 3% of group revenue and somewhat less in profit. This is because about 11% of group revenue is from NZ and Cisco is about a third of that (and with lower margins).
I don't see any news about reviewing distributorship in Australia although I agree this would be concerning if it did happen.
I agree with Klogg on the "swings v roundabouts" commentary and believe that Dicker Data will continue to win more profitable partners than it loses.
I topped up some more around lunchtime today.
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My reading of the announcement and the potential impact, is that...
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