When do you think we will get the 4C?
The key metric I will be looking at is receipts from customers and the implied churn.
If they can stop churn they have a real business maybe worth 5-6c over time. If not and the customers don’t like the product or the acquisitions haven’t been integrated well which is leading people to leave, then I think the stock deserves to be sub 3c
Ann: My Net Zero and BindTuning Update, page-30
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