Not going to get sucked into this. I don't need to listen to the conf. call again. The bottom line is they will be central to the processing of a large amount of transactions which is Fantastic!
But they are not going to be a core provider. That means something very different, choose your words carefully. FISERV, OSI, Jack Henry..etc those are core providers. MYEC hasn't gotten an APP out yet, never mind software that an entire bank would run on.
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