OK thanks. I think you meant with Dynamic Yield the price Mcd's paid for their revenue ect how you value PLX, not saying they're competing with PLX.
I agree some of PLX's competitors have more customers, but they seem to monetise the customers they do have well. I think this is because they do the mktg/development work in addition to their platform.
All I can say is, Md's had motivation to buy in and block PLX dealing with other brands. So they can't undervalue their tech.
