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To the extent that my math was way wrong, I think your point carries more weight (meaning: you're an order of magnitude better than I thought). I'd say if they
by firebones 15y ago
To the extent that my math was way wrong, I think your point carries more weight (meaning: you're an order of magnitude better than I thought). I'd say if they bought the top 10 mobile plays for $70 million each they'd have a much better expectation (assuming that the acquisitions could be digested--risk which itself carries a significant reduction in expected value).
- neworbit 15y agoAs far as network effect, I would pay a bundle for Twilio if I was in an M&A position.