Comments on: Jawwad’s “The List” – a Rose with Thorns http://greenwhite.org/blog/2007/06/28/jawwads-the-list-a-rose-with-thorns/ Coffee Sessions for the Industry! Sat, 12 May 2012 08:39:15 +0000 hourly 1 http://wordpress.org/?v=3.3 By: Jawwad Farid http://greenwhite.org/blog/2007/06/28/jawwads-the-list-a-rose-with-thorns/comment-page-1/#comment-1552 Jawwad Farid Thu, 28 Jun 2007 06:10:31 +0000 http://greenwhite.org/2007/06/28/jawwads-the-list-a-rose-with-thorns/#comment-1552 Osama Thank you very much for the note and the free press :) Completey agree with your analysis. I think product focused companies will always have a higher valuation and/or profitability potential. One of the benchmarks that I have used often for product companies is a million dollars in gross for every 30 employees. But there are companies that break that benchmark depending on where they are in their product life cycle. For example Pixsense right now is doing beta's and pilots. Their gross number right now is most likely fairly low. Give them two years, a few regional rollouts, customer adoption and presto 10 dollars a customer a year in a market like China, India, Indonesia, Brazil or North America and they will be worth more than PTCL, Mobilink, Warid and Telenor combined. Similarly on the integration side a great example is NCR. With 250 plus employees they do more than 20 Million US a year. They are not on the list because I didn't classify them as locals. Putting together the list was fun. Getting it seen critiqued is even more fun. Please feel free to send me as many corrections as possible, as soon as possible, so that we can do the beta release as early as the next few posts. Jawwad Osama

Thank you very much for the note and the free press :)

Completey agree with your analysis. I think product focused companies will always have a higher valuation and/or profitability potential. One of the benchmarks that I have used often for product companies is a million dollars in gross for every 30 employees. But there are companies that break that benchmark depending on where they are in their product life cycle.

For example Pixsense right now is doing beta’s and pilots. Their gross number right now is most likely fairly low. Give them two years, a few regional rollouts, customer adoption and presto 10 dollars a customer a year in a market like China, India, Indonesia, Brazil or North America and they will be worth more than PTCL, Mobilink, Warid and Telenor combined.

Similarly on the integration side a great example is NCR. With 250 plus employees they do more than 20 Million US a year. They are not on the list because I didn’t classify them as locals.

Putting together the list was fun. Getting it seen critiqued is even more fun. Please feel free to send me as many corrections as possible, as soon as possible, so that we can do the beta release as early as the next few posts.

Jawwad

]]>