You're right: I re-read the original memo and I agree with you – he's addressing insolvency, not revenue. Leading up to an IPO, the key issue is solvency. I'm

You're right: I re-read the original memo and I agree with you – he's addressing insolvency, not revenue. Leading up to an IPO, the key issue is solvency. I'm going to take my own advice and ignore the Groupon sideshow until it goes away.