PARDON MY RAMBLING:::
if zixiMail could somehow pull a million subscribers
out of their Keister....
that would give them 12 Million dollars in revenue....
CyberCash....
which does not do secure email,,,
earned 18 Million last year
and lost Big Bucks due to expansion efforts.....
although that is comparing apples and oranges,,,,
the revenues for ZIXMAIL as outlined by cook is 12 dollars per year/sub....
and that is a tough road to hoe....
A hard sell if i do say,,,
with all of the free products out there,,,
i don't want to pay a dime for email....
AOL ==>it took AOL a long time to get their
first million subscribers...
and that was with a very very primitive industry,,,
we are not exactly talking first mover advantage
on an undiscovered industry,,,
although asia and europe are large and open,,,,
you think aol is standing on their behind waiting for zixi,,,,
you think the world is sitting and waiting for zixi,,,
to come and change ecommerce,,,
that's all i hear from the bulls,,,,
BUT WHERE IS THE BEEF...
All i hear is
Short squeeze...
short squeeze...
Geeze...
no telling where this one goes in the short term,,,
LONG TERM I think they better change their biz plan again....
CyberCash has,,,i believe Ballpark ~13
thousand customers and they are not sitting on their Laurels....
They, IMO, are having a rough go of it,,,
and it is not an easy biz,,,
lots of overhead,,,,
lots of comptetition,,,
squeezing margins,,,,
their growth is slowing,,,
their shrinking market cap, IMO,
is evidence of the hard time they are having and the difficulty with their biz plan,,,,
they have a relationship with Well=Fargo ....
to supply the Clearing/Authorization house side of the Credit,,,,Transaction.....
the bankers are very confused about how it all works,,,
go in to your bank,,,
and ask them,,,
if you can set up a internet Merchant account,,,,
and i bet they look at you kind of funny,,,,
They don't want it,,,
they want things to stay the same,,,,
but the internet dudes...
who are out there doing it already,,,
can get the job done,,,pretty quick,,,, |
