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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Oeconomicus who wrote (909)	12/3/2000 1:59:20 PM
From: Kevin A. Lynch	Read Replies (1) of 1013

Bob, I would like to see how you derived that S1 would retain 2/3 of the upside. What I have seen is that S1 will own 38% on the new entity. I am sure we both agree that V1/Yodlee are 1 and 2 in aggregation and it is likely that margins in aggregation might easily increase due to a halt to this fierce competition. Also, it would be nice to know what the terms of the deal are including if any cash is coming along in the deal. My guess is S1 was burning something like 2-3.8 million per quarter on V1; however, my numbers are straight conjecture. Another thing that would be nice to know, is if S1 has secured a contract from the combination to manage the DC necessities for the new entity. the latter could be a boon for S1. Best Regards, Kman Hopefully, we can get an adult conversation going on here.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next