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 has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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