The new year has started well, with all three segments up on where we left off in 2023. The Vendors, despite losing VMware (soon to be rectified), are up 5.22% collectively, and even the Operators slice has grown 1.04% – a success, albeit smaller than the growth of the comparative Indexes, which were up 2.63%. Of course, as is usual, when you boil it down to the individual performances, and then average them out, we find that the average Vendor performance was a gain of 4.61% – with the average for the Operator segment being a 1.56% increase. The best performer for the Vendors was CommScope, which is up 38.16% since we last checked in, recovering from its M&A announcement…