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$Zoom(ZM)$saw an article saying the growth in customer base is going to taper off. The reality is that in the new normal, almost every worker who can use Zoom to work is going to do that. That means a steady stream of income that doesn't stop unless there is a big switch to another platform. When you have a big market share like Zoom does,  pretty much difficult for another player to enter. Much like WhatsApp when it took significant market share. It is likely that a bigger company may choose to buy over Zoom because of market penetration.