In the scenario, PayPal rebrands everything Discover and uses the Discover Network to penetrate the $6 trillion in store spend opportunity in the United States.
Monday, January 17, 2011
How PayPal Quickly Gets into Mobile Payments in a Big Way
With a $10 billion market cap, Discover Financial Services is ridiculously undervalued, says consultant Philip J. Philliou. "$10 billion is barely fair value for the card portfolio and yet, it is the network that makes DFS most attractive," says Philliou. "My wildcard bet is that PayPal acquires DFS."
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
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