- Folks say JMP is profitable .
- J So far MP has been insulated from layoffs
- jMP has been a subsidiary for quite awhile. Likely that was done with the intention of it going solo.
The biggest argument people make is SAS will sell faster if JMP remains part of the for sale bundle. Evidently that is not a big carrot to a buyer because SAS remains unsold .
Mr JS has much more control over the trajectory of JMP if he is running it completely solo. As a subsidiary that could happen quickly if Mr JS wants it.
The status quo could mean JMP is completely gutted(if profitability claims are false) or gets put on a trajectory (post sale/IPO) that won't be palatable to Mr JS.
JMP remains an unaddressed problem. Unaddressed problems seldom self solve....