@mdudas Ajay not seeing the EMV migration in US is creating the value prop for device-based NFC. EMV necessary pre req 4 widespread NFC IMO.
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Replying to @owenbjennings
@owenbjennings@mdudas Owen, the demand is merchant driven. Over 300,000 upgrades in just the last week. AmEx is rebating $100 per terminal.1 reply 0 retweets 3 likes -
Replying to @BrianRoemmele
@BrianRoemmele@mdudas yup but that's seller side !1 reply 0 retweets 1 like -
Replying to @owenbjennings
@owenbjennings@mdudas Owen, Merchant side + consumer side. Huge organic demand lead by the small merchant. A $100 terminal rebate AmEx

1 reply 0 retweets 2 likes -
Replying to @BrianRoemmele
@BrianRoemmele@mdudas 100% brian. But you also agree that EMV migratiom in the US enhances the value props (fast safe) of NFC, right?1 reply 0 retweets 2 likes
@owenbjennings @mdudas Owen, exactly. But I will go on to say that history will show the true driving force to be NFC, EMV along for ride.
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