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<div>Should it be compared with </div><div>The story hen of golden eggs... </div><div><br></div>
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On Monday, 2 December 2019, 14:06:47 GMT+5, Bill Woodcock <woody@pch.net> wrote:
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<div><div id="ydp22ed6480yiv0815486041"><div>I found it interesting as well.<div><br clear="none"></div><div>I think it’s worth understanding that the analyst doesn’t understand ISOC’s goal. The motivation driving ISOC is to disentangle itself from the domain name. Maximizing revenue is a strong, but dependent goal. From my observation and conversations, ISOC is completely uninterested in maximizing revenue to a degree which would require that they stay in the business of selling domain names, or stay dependent on the ebbs and flows of that business. </div><div><br clear="none"></div><div>So some of his recommendations are substantially off the mark. <br clear="none"><div dir="ltr"> <div> -Bill</div><div><br clear="none"></div></div><div dir="ltr"><div class="ydp22ed6480yiv0815486041yqt2179101157" id="ydp22ed6480yiv0815486041yqtfd28527"><br clear="none"><blockquote type="cite">On Dec 2, 2019, at 09:43, Ayden Férdeline <ayden@ferdeline.com> wrote:<br clear="none"><br clear="none"></blockquote></div></div><div class="ydp22ed6480yiv0815486041yqt2179101157" id="ydp22ed6480yiv0815486041yqtfd55793"><blockquote type="cite"><div dir="ltr"><div>A venture capitalist and ex-Mckinsey consultant offers some thoughts on the ISOC sale of PIR, and concludes that ISOC has undervalued PIR by about US $1 billion. This analysis is not perfect (it seems to conflate revenue with earnings) but is interesting nonetheless:<br clear="none"></div><div><br clear="none"></div><div><a shape="rect" href="https://lancewiggs.com/2019/12/01/did-isoc-leave-1-billion-on-the-table/" rel="nofollow" target="_blank">https://lancewiggs.com/2019/12/01/did-isoc-leave-1-billion-on-the-table/</a><br clear="none"></div><div><br clear="none"></div><div>Best wishes, <br clear="none"></div><div>Ayden Férdeline<br clear="none"></div><span>---</span><br clear="none"><span>To unsubscribe: <mailto:igc-unsubscribe@lists.riseup.net></span><br clear="none"><span>List help: <https://riseup.net/lists></span><br clear="none"></div></blockquote></div></div></div></div><div class="ydp22ed6480yqt2179101157" id="ydp22ed6480yqtfd22126">---<br clear="none">To unsubscribe: <mailto:<a shape="rect" href="mailto:igc-unsubscribe@lists.riseup.net" rel="nofollow" target="_blank">igc-unsubscribe@lists.riseup.net</a>><br clear="none">List help: <<a shape="rect" href="https://riseup.net/lists" rel="nofollow" target="_blank">https://riseup.net/lists</a>><br clear="none"></div></div>
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