thank you, though considerably lacking the detail that you implied is available to you...$3B, well, now I can't guess where to short first, the parent or the 'sibling'?
either way, i hope the sales go up FAST...because the faster they do the faster this thing goes from an IPO to a mushroom cloud...imho
timing is the critical factor here...be careful of getting caught like the deer in the headlights, because this is what might happen...
quality problems-user, server, switches
billing problems-users, integrators, re-sellers, wholesalers
regulatory problems-inbound/outbound international possibly
profit recogniton problems-revenue/cost shifting between card (marketing function) and operations
goodwill/depreciation issues--value of assets/liabilities/accruals being shifted between parent and IPO, versus age/life/value of assets/liabilities/accruals
on the IPO side, plenty of questions which you did not address, but it does take time, i understand
either way, the exact time to meltdown is what my dd is focused on
good luck and all guesswork and imho :)))
ynot :) |
