So I've tried to kill $par over the last couple weeks but haven't succeeded. There is something abt a potential outsider CEO in Savneet tt keep me coming back. Still some concerns below. Keen to hear your thoughts @GavinSBaker @LSValue @web_prolific
2. Yes they can go down market, but SMB and enterprise selling is pretty different..
3. Yes they can cross-sell new modules, but again enterprise prefer to take best-in-class solutions. SMB players making money by
4. Competition is weak at $NCR and MICROS. It does sound like $NCR is a structural share giver but
5. it sounds like there are fundamental conflicts to doing enterprise well vs. SMB well. will $PAR remain focused enough to do enterprise well before building SMB?
That said,