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Mine too. And the real issue won't be what mgt wants, but what Cyrus wants for the company.
Nice. This is a very big deal. Those who wish to downplay it do not understand what is going on (or they have an alternative agenda)... folks will begin kicking the tires on GW... tells me this is now scalable... veer big deal... q1 will be dominated by storage and V3 revs imo... GW is just beginning to scale and will drive the eoy ramp in revs... jmo... glta...
Ignore the noise... 1 week until q1'15 financials... we finally get a base for the merged entity... I am looking for 27 to 28 mil rev for quarter... step one on the way to 40 mil per quarter by eoy... and 40 is floor, not ceiling... jmo... glta...
Document states priority date 2008 which is date company claims creation of what is to be patented
Application filed 2012, official request for patent rights
Patent published 2014 which is requirement of law that patents be publicly available for review during this process
None of these are the issue date which the company just announced and therfore the patent was granted very recently and announced today
This is another attempt at spreading disinformation... very glad to hear patent was granted... rdx technology is more valuable than many know
"it seems that no one has seen it up close and personal"
you mean no one that you have access to... feeling pretty confident that Dell saw it up close before adding it to its latest, greatest server... and Novarad before creating Novaglass... and New Caney school system... and so on... and so on... can't imagine Azure folks didn't kick the tires before choosing to work with GW... so yeah... we get it... you haven't worked with it and you would like to do or see or have access to an independent review of the product... wouldn't mind having that myself... but another type of review has taken place and customers have signed on, which in my book is the strongest review of all...
Completely agree.
I get it. Frustrating times. Time to ignore pps. Microsoft has put their stamp of approval on this... and that is only one of the good things happening right now.
Serious business developments are occurring and are currently being ignored or downplayed. Either one sees that or one doesn't. I have seen nothing material to alter my view that 160 mil eoy run rate is floor, not ceiling.
serious question or joke?
no less than a billion dollar valuation eoy... imo... $30+ per share... it is evident retail is suffering from a beat down with talk of $24 a share buyout and $6 eoy... jmo... glta...
I am able to speak for myself thank you. I am quite aware of what is happening. I can appreciate that your admitted lack of awareness has heightened your anxiety. That is totally understandable. Whereas my awareness has led me to purchase November calls.
Excellent point. MSFT's validation is loud and clear. Posts to the contrary fail to understand what is happening. Management is executing brilliantly. In a period of finite resources who do I want to reach first? Msft or KH? Answer is clear enough to me.
The standard of measure being applied to S3D in its 6th quarter of monetization is ludicrous. Nutanix would have failed it in its 6th quarter of monetization and Dockers can't meet the standard now. Furthermore, the bears by their own admission do not even understand what the company does. This is a comedy with a happy ending for longs.
Yes. Outstanding!
yes.. remarkably simple... as Nike states... "just do it"... then by all means let us know what you think...
"As a technology journalist for well known publications, do you find it normal to come to this chat board and insist on your demands?"
great question... i find it to be exceedingly odd... maybe even unprofessional... i have no information about this poster... pass no judgment... i just find it odd that a professional journalist would post a grievance on a stock message board... maybe i am just old school...
seriously though... glassware has been validated over and over again... Dell, Msft, New Caney, Bramfitt, Novarad and on and on... attend Msft/S3D conference... and feel free to let us know what you think... you may even want to post your scoop on ihub... why waste it on one of your publications...
it's been a while since I've seen someone try the old altruistic motive argument on a stock message board... seriously? "i am only trying to help you... i get nothing from it... trust me..." your advice is sound... the iggy button has great value...
an outstanding post... for months you have been asking this very simple question... and for months no one has been able to provide you with the simple answer your question deserves... and yet you are able to identify six separate instances in which someone with intimate knowledge of glassware and independent of S3D has affirmed its efficacy... very well done... when it comes to the bear argument it has been for some time and continues to be... utterly vapid... revenues will finally put this nonsense to rest... in the mean time... thank you for your efforts... jmo... glta...
I very much respect your posts, but you're a bit off on this one. While GW is not yet ubiquitous it has the potential to get there and serve as the primary platform for the internet of things... along the way it could also restore windows to its former dominate place. Ubiquitous is an appropriate word to describe this possibility. Again I respect your posts and appreciate that you may disagree With this take. Everyone has opinions and none should be asked to apologize for having them... jmo... glta...
Glassware in windows 10.... glassware on a chip.... glassware facilitating the internet of things....
the combination of volume and price action since last week's run really does feel as phony as a $2 bill... manipulation appears rampant...
If one reads all of the public information available about Nutanix and Dockers there is less with both of them together to suggest future earnings than there is for S3D post merger... the primary difference regarding valuations of these three companies is quite simple... no one has a financial incentive to manipulate the valuation of Nutanix and Dockers by spreading mis-information and skewing every uncertainty towards the negative... it is laughable really... Dockers doesn't even have a clear path to revenues and their valuation is estimated at something around 10 times Spiffy... this too shall pass...
Yes. Smart money is accumulating.
"That's why this is now the ANY trader's board and most of the longs could care less what goes on day to day at this point. We know the story and what the future holds. So turn it off and enjoy today, because the future is secure."
Great post... strongly agree...
all three of Spiffy's technology lines... Overland Storage products, V3 and GW stand both alone and together... they compete well enough by themselves and together create synergy... during the conference call it was made clear that GW would also play a role in the hyperconverged space... as I recall there was a significant statement from management about the overlap in terms of determining where to place revenue on quarterly financials... jmo... glta...
sooooo... Nutanix... a privately held company required 11 quarters of monetization to reach a 200 mil run rate which is the basis for a 2 billion dollar valuation... Spiffy is currently one month into its 6th quarter of monetization... Nutanix competes in the hyperconverged space which is one of the areas that Spiffy competes in... and Nutanix built its brand through partnership resellers... the most important of which is Promark... remind me again who recently signed an expanded agreement with Promark for hyperconverged solutions? oh yeah... overland storage...
Docker... a privately held company... has yet to put forth a clear plan to monetize their open source container solution which utilizes the linux kernel... yet they are currently valued by some at roughly 1 billion... their relationship with MSFT has helped... who else has technology to provide container solutions and a developing relationship with MSFT? oh yeah... spiffy with GW...
Why are Nutanix and Docker valued so much higher than Spiffy even though they have less to offer? quite simple... they are private companies... and as private entities no one has a financial incentive to spread massive misinformation... or attempt to create fear, uncertainty and doubt... no one has a financial incentive to manipulate the stock price, because obviously there is no stock price... on the other hand... you and I cannot invest in Nutanix or Dockers...
"the trading defies reason here"
yes... the current stock price is completely untethered from the underlying business developments... it reflects market games, not business fundamentals...
"Buyers in companies with new tech and progressive earnings are usually way early...what gives here already......"
Nonsense... there is no "usually" for this instance... in all other cases that i have found... vmware, citrix, msft, aapl, goog and on and on... the companies did not go public until they were much, much further along in the monetization process... spiffy is an unprecedented case... dockers and nutanix remain private companies at this point in time as additional cases in point... as for "progressive" earnings... the revenue ramp in 2015 will be significant... with the latter quarters being especially impressive leading into 2016...
savy long horizon investors are best served right now by simply ignoring the pps... jmo... glta...
ignore the noise... stay the course... is my plan as a long horizon investor... some great posts over the weekend... thanks to those who contributed... the underlying fundamentals here are truly impressive... the bear argument is simply no longer credible as it ignores every material gain of the past 18 months... i have never felt more confident about the long horizon future of this investment... jmo... glta...
"discover the technologies that will drive the 'Next Cloud'"
Thanks for a great post. Today I'm smiling ear-to-ear. Soon enough I will be laughing all the way to the bank.
You are so right. There is some very good news for longs in that announcement.
This is post of the day... imo... and it has been drowned out by the noise of traders and bears. Love your DD which pushes back against the noise and the nonsense. As your post makes crystal clear the significance of ANY's relationship to MSFT is simply huge. Today the lead was buried. It won't stay buried.
Give it a year and everyone who is in now will look like they got in at the bottom.... 12 months from now ANYone who currently has shares will be bragging about their basis and entry point...
The story that matters for long horizon investors is the development of the business. And on that front it has been an unequivocal excellent week.
i have said for awhile now that ANY should not have gone public when they did... i have come across no comparable enterprise that has followed this path... all the big names and all of the current hot names remained private until monetization was much further along... i believe if ANY management had realized just what they had in the beginning they most likely would have followed a similar path... the uses of GW have been discovered over time and it was not immediately evident just how disruptive it could be back when the reverse merger with the mining shell occurred...
consequently the market has not yet accurately valued ANY... imo... retail investors are played by all the market players including shorts, traders and larger professional investors (whales)... all contributing to market manipulation... what we are seeing is a valuation of ANY that is completely untethered from the underlying business development of the entity...
while Dockers and Nutanix are given premium valuations, Sphere 3D is discounted... this will not always be so... but it is current reality... i have wondered for some time if management could have a do over would they have gone public or chosen to stay private... i suspect the latter...
the flip side to that of course is that this truly is a once in a lifetime opportunity for a small investor like myself... i couldn't invest in msft, goog, dockers or nutanix at such an early stage of development because they were not yet publicly traded... it's a bumpy ride to be sure, but imo most likely to end up an extremely profitable one...
what will finally turn the tide... increased revenue, improving margins and profitability as presented in quarterly financials... in the publicly traded realm these are the market king makers... 5.15.15 q1'15 sets the new base for the fully mergered enterprise... 8.15.15 q2'15 offers an opportunity to demonstrate the initiation of the revenue ramp... 11.15.15 q3'15 establishes the trend of significant revenue growth... all of this is... jmo... glta...
the phrase "next cloud" is beautiful, illustrative and significant... imo... this partnership is all about the next generation of cloud technology... i am of the opinion that yesterday's pr was huge... and volume of 2.5 mil suggests this opinion is not mine alone...
heading into 2016... run rate of x2 to x5 the 2014 base of 100 mil (combined ovrl, s3d for q2 & q3 2014)... jmo... glta...
excellent post... thanks!
almost as though they planned it... you don't suppose MSFT is in cahoots with S3D do you??? nah... next thing someone is going to suggest is that MSFT is going to deliver keynote on S3Ds behalf at ringing of the bell... how absurd... or that GW 2.0 plays an integral role in MSFT's cloud designs for the "next cloud"... love that phrase... or that quite possibly MSFT may decide down the road a bit that it is in its best interest to take a run at buying S3D... wonder what uncle Cyrus wants to sign off on such a deal... haven't heard from GOOG for awhile... wonder how GOOG is feeling about all this... dancing with elephants... I am dreaming of dancing with elephants...
another 7 figure volume day to close the week would be great... I can't imagine who sold today in the fours... sooner or later the selling is going to dry up... and then demand is going to drive pps in such a way as to make today look tame... this remains undervalued by a factor of at least x5 even after today's run... jmo... glta....
those numbers from two giants demonstrate just how big this pie is already... and it is growing... ANY really doesn't need a very big slice of this pie to become a very big stock...
2.5 mil volume = tipping point
Yes. And thank you Scott for providing the best DD in the universe on Spiffy... you have earned the enmity of the bears with your relentless commonsense and penetrating insight... much obliged for the way you have helped many of us stay the course...
Excellent find. Thanks for sharing.
Good couple of weeks for that... short on capital at the moment, but picked up 30 November call contracts w/7.50 strike recently for 25 pennies a share. I think that's going to look like a steal when q3 financials are released a few days before options expire....