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Bulls vs. Bears

Overall, are you bullish or bearish on Obopay?
vote bullish
60%
9 votes
vote bearish
40%
6 votes

[view results] Opinions [show/hide comments]

Do You Agree? The Bulls Say:

  • 04/22/2008

    john

    There's a great need for easy mobile payments

    1 comment |

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    08/25/2008

    jeffshin

    The company has too many chiefs and not enough Indians. Their product tied to the major credit card companies reduces their margins significantly. I cannot see how they are profitable especially since they are back by VCs so you know the VCs will be looking for ROI

  • 04/22/2008

    john

    They just raised $20 mm

  • 04/22/2008

    john

    They have Helio, Verizon, and Citibank as partners

  • 04/25/2008

    john

    They have some impressive investors/strategic partners

  • 07/05/2008

    maafjes

    can fill a gap in current payment systems, but mainly in emerging markets (see mpesa in Kenya)

  • 07/24/2008

    page

    They just signed a deal with MasterCard for p2p mobile payments

Do You Agree? The Bears Say:

  • 04/22/2008

    john

    It's hard to compete against PayPal, which offers a similar service

  • 04/22/2008

    john

    Traffic to their website has been declining over the past year

  • 07/05/2008

    maafjes

    mobile centric payments have been tried in the past without much success

  • 07/05/2008

    maafjes

    mobile only seems tricky in developing countries where on and offline alternatives are plentiful

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