Thursday, March 22, 2012 9:16:12 PM
Well. I know you didn't ask for it... but I'll give you my take. As an owner of a business. (private, not public.. that does make a difference).
Lets analyze this two ways. One: Merger, two: No merger.
1.) Merger
Everything FONG has said is true. However, not the whole truth. Just enough to divert attention. Details cannot be disclosed at this time, and relationships (ken shoo) could be getting deeper and more involved.
Spyder. Technology platform. True. Don't know when it will be launched... half truth. Could be major bargaining chip in the merger, and it's the ONLY reason why it's not released. OR it is only released (as a beta test) to "high end" clients. Either way... it's not technically been released.
Obviously ATRN cannot disclose it's clients. Regardless of merger or not, some clients may want privacy.. which ATRN is (if they want the clients) obligated to offer. Obtaining new clients is also a part of regular business and does not need to be 8k'd. Like some would like.
ok....
2.) No merger
Kenshoo provides a service for ATRN. adds value, builds relationships and uses kenshoo's influence and abilities to help ATRN. Sounds good to me.
Spyder. Tech platform that's not ready. Ok.. cool. They haven't officially announced it, but we know it exists and FONG is pissed it's not ready. Meaning, someone beneath him is sweating his ass off trying to get it finished. (I'm assuming based solely on the tone you said FONG presented). Nothing we can do to get it finished quicker. Good to know it exists.
Clients. It would be nice to know about their clients as an investor, but that being said. $40million in revenues.. some clients just don't want to be known. I'll tell you.. an 8k with clients obtained would absolutely sky rocket this stock. Nothing .. imo... would be any better accept them merging. (financials.. who cares.. look who we have on board. You KNOW we are making money now... that kind of sentiment.) Of course. Big board stocks don't usually do that.. sooooo.... i don't think we'll see it.
There is my analysis.
Lets analyze this two ways. One: Merger, two: No merger.
1.) Merger
Everything FONG has said is true. However, not the whole truth. Just enough to divert attention. Details cannot be disclosed at this time, and relationships (ken shoo) could be getting deeper and more involved.
Spyder. Technology platform. True. Don't know when it will be launched... half truth. Could be major bargaining chip in the merger, and it's the ONLY reason why it's not released. OR it is only released (as a beta test) to "high end" clients. Either way... it's not technically been released.
Obviously ATRN cannot disclose it's clients. Regardless of merger or not, some clients may want privacy.. which ATRN is (if they want the clients) obligated to offer. Obtaining new clients is also a part of regular business and does not need to be 8k'd. Like some would like.
ok....
2.) No merger
Kenshoo provides a service for ATRN. adds value, builds relationships and uses kenshoo's influence and abilities to help ATRN. Sounds good to me.
Spyder. Tech platform that's not ready. Ok.. cool. They haven't officially announced it, but we know it exists and FONG is pissed it's not ready. Meaning, someone beneath him is sweating his ass off trying to get it finished. (I'm assuming based solely on the tone you said FONG presented). Nothing we can do to get it finished quicker. Good to know it exists.
Clients. It would be nice to know about their clients as an investor, but that being said. $40million in revenues.. some clients just don't want to be known. I'll tell you.. an 8k with clients obtained would absolutely sky rocket this stock. Nothing .. imo... would be any better accept them merging. (financials.. who cares.. look who we have on board. You KNOW we are making money now... that kind of sentiment.) Of course. Big board stocks don't usually do that.. sooooo.... i don't think we'll see it.
There is my analysis.
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