RE:RE:RE:RE:RE:RE:RE:Peeking is very real. Slow down cowboy, I just finished making a more detailed breakdown of Spectral's slide #7, for myself and also as a cheat sheet for Spectral's negotiation team, just kidding I'm sure they already know this lol. If you want to know it's potential impact to Vantives market cap, just slap a zero on the end of each profit number.
Now if you or anyone else wants to go do your own spreadsheet and incorporate all the true things you are talking about, have at it, this is just a starting framework.
1% penetration = 6.2mm profit.
2.5% = 15.5mm
5% = 31mm
7.5% = 46mm
10% = 62mm
12.5% = 68mm
15% = 93mm
17.5% = 109mm
20% = 124mm
22.5% = 140mm
25% = 155mm
27.5% = 171mm
30% = 185mm
32.5% = 202mm
35% = 217mm
37.5% = 233mm
40% = 247mm
42.5% = 264mm
45% = 279mm
47.5 = 295mm
50% = 309mm