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IBM deal...what do we really know about the IBM deal? We know that are paying them ~$275M over the next seven years. What else? Do we know what services they will provide? In what geographies? How much software development are they doing vs. us? At what price are they charging us to use employees after they are transferred? What is their incentive to market Monitise 2.0 software? What are the implications for our finances (revenue, cost)? Is this an exclusive relationship for mobile banking, payments, commerce? Are they motivated (incented) to deliver Monitise 2.0 on time? Inquiring minds (owners) deserve to know!
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