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Re: NOBO post# 32778

Thursday, 04/09/2009 4:45:33 PM

Thursday, April 09, 2009 4:45:33 PM

Post# of 343901
NOB: I will say, I concur - regarding James Watson. Just got off the phone with him. He comes across knowledgeable, highly energetic, thoughtful and engaged. In prior posts I’ve heard others stress that it seems "he really cares.” I admit to rolling my eyes a bit when I read that…you know, play the violins & wake me when we’re @ $.02 or something. But after speaking with him, it’s undeniable: one of my primary take-aways from that conversation was I just spoke with an executive who comes across as authentically personally invested in & excited about the growth/success of this start-up, GuardDog. That in and of itself does squat for the pps and does not mean it’s destined to rise, nor guarantees it won't fall. But it is, nonetheless, a check mark in the + column. I’ve worked at start-ups before and if the energy & belief ain’t there at the exec levels, good luck. Well, he’s got it.

I know another poster – Shinebox, I believe – is going to provide a recap of his/her conversation with Watson soon, so I will not go into all the details of my conversation with him so as to avoid redundancy – but I will quickly review one of his responses.

I asked if he would weigh the benefits of the past 3 acquisitions - & the pending one - more on the merits of increased membership totals OR on the new technology/capability gained? Long story short, his answer was much more heavily weighted towards “membership gains.”

As membership gains = revenue gains, I’m looking forward to the PR detailing that information.