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Ann: Market Update, page-36

  1. 3,697 Posts.
    Beta will include (secondary) markets of Canada; New Zealand; Australia; and Singapore from which to draw 250k downloads to hit M2. This is due within weeks or no performance shares will be issued.

    B2B play will need strong conversion. If it gets it on traditional paid per seat monthly subscription that's a big win on recurring early revenue here. Buts it's a game of lengths.

    The near term risk is they don't hit M2. No reason to believe why they won't if they have effectively leveraged Microsofts client list with this download number top of mind. Smart people. Target large audiences means fewer partnerships required.

    4 Countries. 4 weeks (or so..)

    Pressure is on now.
    Share price reflects it.
 
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