S1: Doing Business in a Dot Com Depression, -V1 Message Board

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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1

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To: axp who wrote (908)	12/1/2000 5:40:28 PM
From: Oeconomicus	Read Replies (4) of 1013

I can't quite tell if S1 shareholders are getting something out of this or if it's an admission that they couldn't compete. Actually, could be both. More likely, it's an admission that the market has no patience for big cash burn rates. As for whether S1 shareholders are getting anything out of this, if you assume Yodlee and V1 are worth about the same amount, S1 retains 2/3 of its upside without, presumably (because we don't know the terms yet), having to burn cash to realize it. Two questions come to mind - do we know whether S1 has to put any cash into the new company and do we know how much cash V1 was burning? Regards, Bob PS: Our friend Kman (used to post here frequently) gets the mindreader award for recommending a move like this a couple weeks ago.

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