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This BASF quality of glassware does NOT suggest that s3d code is in partner products. That is a straw man argument encouraged by shorts so they could then discredit it... imo...
What it means is that s3d products will enhance customer solutions for Azure and Horizon. The end customer may or may not be aware of glassware per se or s3d... after all they are directly purchasing Azure or Horizon... and purchasing glassware only secondarily... very BASFish... jmo... glta...
As I have suggested for a long time there is a BASFish quality to glassware. This continues to be a useful analogy. BASF ran an ad campaign years ago with a tag line something like this: "we don't make a lot of the products you use. we make a lot of the products you use better." That's from memory so it's not exact, but that is the gist of it...
These are both partnerships and cross selling agreements. They are win/win strategic agreements that enable each partner to achieve critical business objectives in a highly competitive market undergoing tumultuous transformation.
Glassware will help Azure and Horizon deliver vital customer solutions that enable them to compete for greater market share... this is very, very good for S3d... eventually that will become indisputable... until then it appears to be largely misunderstood... jmo... glta...
These are cross selling agreements. So slight modification to your analogy. S3d and msft throw joint party - last spring/summer. Then experience 6 month delay in sales as booze production facilities are built. Now they are cross selling each others booze along with their own because some customers prefer mixed drinks
Occam's razor suggests that neither the elaborate stealthy schemes of some longs nor the scummy fraud of the vaporware shorts is the most likely explanation for were the company is today... the most likely explanation is far simpler... the company has experienced an approximate 6 month delay in development where resources where heavily allocated to a project whose timeline was elongated... in other words, s3d is six months behind projected development because it took longer than anticipated to build out the platform on Azure... in MSFT's well-capitalized world six months is a blip... in S3D's undercapitalized world six months is cause for concern... either way it is six months... nothing more nefarious and nothing less... jmo... glta...
LOL... it doesn't take an expert to answer that question, which is fortunate since I ain't no expert...
Ihub is showing S3D w/ a 52-week low of 1.02 and a 52-week high of 7.49... @ 1.41 close yesterday it doesn't require an expert to see the stock is trading much, much closer to its low than its high... in general from a risk/reward point of view with all other things being neutral you want to acquire stock when its near its low and lighten your investment when its near its high...
Right now based solely on this one dynamic the risk/reward favors longs over shorts...
Now let's consider the risk for both... the max remaining risk to a long is currently precisely 1.41 a share... since the stock cannot go lower than zero... the max risk for shorts is undefined since there is no ceiling on how high the stock might go... the max reward is the reverse... shorts can make no more than 1.41 on their current position and longs have an undefined reward ceiling... seems pretty clear to me that the profile favors the long position which is consistent with the reality that for six consecutive weeks the short position has been declining until last week...
Last week shorts accounted for about 800K shares of total volume... why?... either because they believe this is going to head toward zero or because they needed to convince the market that last week's two big events where non events... my money is on the latter... jmo...
Finally, what happened last week?... first an msft rep who makes a living by marketing solutions to customers was very affirming of glassware while seeing a demo with PB and JM... he even began thinking out loud about customers who might be interested in this solution... then VMware featured S3D in its announcement of its lead new product... it should be understood that this is NOT just any product for VMware... this is THE product... the one that is going to help them compete in the new cloud based tech world... they chose the partners they highlighted with great care... last week was profoundly significant imo..
So the final step in deciding whether to be long or short in this environment is to decide what last week meant... and where one believes the company is headed... in my antithesis of an experts opinion I like the long position much more than the short position, but then again that's just me... jmo... glta..
It required a significant effort by shorts to restrain the pps last week... after several weeks of decline in the short position last week they were forced to jump back in... and at a price low enough to magnify their risk... more news to come... more effort will be required...jmo... glta...
Yes... their desparation is palpable... Horizon is Vmware's signature product... the idea of Vmware selling someone a ride on its introduction video to the tech world for 7,500 is beyond ludicrous... arguments like these tend to squander legitimacy... jmo... glta...
Well said.
I suppose you could say they are each others preferred vendors as cross selling of products will occur in both directions. Yet it is a bit more than that imo. They are partners and their products have a synergistic impact on each other which enhances customer solutions and helps capture market share... they are better together than separate... jmo... glta...
Donk, the campaign of misinformation is alive and well here on ihub. Your efforts to set the record straight are appreciated. It has been a great week for this little company. Those of us who understand the true nature of S3D's relationship with Msft and Vmware know the future is bright. S3D is neither the code inside their software nor the ignored vendor one of thousands. S3D is a valued partner whose products enhance their offerings helping them achieve their most valued business objectives. That formula will spell success for S3D... much, much more to come... jmo... glta...
Donk, the campaign of misinformation is alive and well here on ihub. Your efforts to set the record straight are appreciated. It has been a great week for this little company. Those of us who understand the true nature of S3D's relationship with Msft and Vmware know the future is bright. S3D is neither the code inside their software nor the ignored vendor one of thousands. S3D is a valued partner whose products enhance their offerings helping them achieve their most valued business objectives. That formula will spell success for S3D... much, much more to come... jmo... glta...
The four he mentioned in that blog last year were not random. More to come with each... jmo... glta...
Excellent. Thanks.
"Stay tuned buddy... there is a lot more coming. This new stuff is great and what we do together is awesome!" - PB
I just read the exchange. Very funny actually. A red herring inside a straw man. Does inside mean there is code inside the herring inside the man? And if so, what programming language was the code written in? Gibberish?
Yes. And if one bothers to read and understand SB's tweet that is precisely what he was saying in that now infamous tweet. One problem with social media is that tone of voice is lost which complicates understanding. SB was playing with his antagonists in that tweet. Furthermore rumors of his departure from s3d are false.... simplicty, speed, cost in a word efficiencies... these can be quite disruptive.... jmo... glta...
More to come. This is the beginning. Not the ending. Jmo... Glta...
A company w/roughly 100 mil mc involved with two industry leading multi billion $$$ companies... hmmm... what is the potential risk? what is the potential reward?
Correct.
Not yet... still crossing the chasm, but making progress... jmo... glta...
Well it certainly seems to debunk much of what Michael Keen has tweeted. A very sad case MK...
Regarding monetization there is a plan. 2015, as I have said many times was about building the platform... this took longer than estimated... management underestimated the length of time required... they were mistaken about timeline... they are not mistaken regarding the value of glassware... the folk with the least information or with intentional misinformation are driving the ihub train... imo... It is unfortunate... management did a great job in 2015 in many ways and many positives are in the works... currently the company is priced as though it were a failing storage company. It is not. 2016 is going to surprise some folks... jmo... glta...
Thanks Pete.
This has become a board dedicated it seems to disseminating misinformation... imo... glad to see something significant being posted...
...the interview was very good... the disparity between what is portrayed here and what is actually happening with the development of glassware and the value of glassware moving forward is remarkable...
Happy New Year to you as well and to all... your focus is spot on... while 2015 was a brutal year for the stock, significant material developments made it a good year for the business... imo... glta...
the real question then that investors should be asking is NOT will msft market glassware? the really pertinent question is how often will glassware be a solution to an Azure customer's problem?
a lot imo... glta...
so a Microsoft sales person is talking to a current or perspective customer of Azure... that sales person does not care about glassware... that sales person does care about solving his/her customer's problems... that sales person is marketing solutions... every time glassware is a solution to a customer's problem the sales person will market glassware...
the customer, for their part, may or may not be very aware of glassware as a separate product created by spiffy... quite likely they will not be aware... what the customer wlll pay attention to is the quality and efficiency of the solution... and the solution will come from msft not s3d... which is very BASFish...
imo... msft will not market glassware as glassware... that is, the goal of their massive collective is not to sell more glassware... msft sales force will not be incentivized to sell glassware... there will not necessarily be any grand announcements regarding glassware coming from msft (though truthfully msft has already said plenty regarding glassware in 2015 for those willing to pay attention)...
the goal of msft is ambitious... it is to market the "H" out of Azure... msft sales force is incentivized to market Azure... in the new cloud first msft... Azure is king, queen, and everything...
in the current cloud battle.. aws is the silverback daddy... azure is the silverback wanna be... the current battle is less about profit and more about market share... market share... market share...
ANYthing that will help Azure take market share becomes important to msft... glassware will help Azure take market share...
will msft market glassware? yes... but maybe not in the way you imagine...
yesterday... big news regarding virtual reality headsets... really cool, sexy tech stuff... glassware is not sexy... glassware is utilitarian... useful because of the increased efficiencies it creates...
glassware is also BASFish... I have said this for a very long time... you remember BASF...
"we don't make the products you use, we make the products you use better" ...or something like that... if you don't understand both what glassware is and what it is not you cannot begin to understand how msft will market it... and, yes, Virginia they will market it...
Yes. He must certainly is...
Important... yes.... material.... no, not in the sense that our friend "this is my last post" insinuates... and the essence of which has already been disclosed multiple times... so yes... your #4 is spot on...
Sweet... so you want to triple dog dare me? sometimes this board causes me to reminisce on my junior high school days... they call it middle school now... shows how old I am...
Actually i posted a fairly lengthy series of posts regarding msft just a week ago. You either missed it or discounted it. I refer you back to those posts. There is more, but that series represents what I am prepared to post on the topic at this time.
The MSFT relationship is being grossly underestimated... jmo... glta...
yes... the old this is my last post post... if I had a nickel for every time a poster made that promise and then broke that promise I'd own more spiffy shares...
a most excellent and well reasoned post... thanks for taking the time...
there are better days ahead for spiffy investors... the completion of the platform was an important step in the business development... that it was completed just as we hit the holiday season and what for most companies is the end of their fiscal year is what it is... right now the company is looking for the early adopters... it is already happen and will continue in 2016... this is a long story with what imo will be a happy ending... spiffy's approach is different... it is taking time for folk to understand it... early adopters will be the key to telling the story and assisting the company in crossing the chasm... MSFT engineers vetted glassware early in 2015... everything unfolded from there... jmo... glta...
yep. the good news for us is that all the negativity on this board will not change the outcome in 2016... the business is developing which is ultimately what matters...
Yes. We have been check mated! Time to surrender. The jig is up.
I love the Microsoft just isn't that in to you line of argument. It is quite false, but nonetheless amusing - it discounts so much information and demonstrates a complete lack of understanding regarding how a huge bureaucracy works.
When Microsoft engineers vetted glassware... ??? ...well let's just say the reaction was certainly not tepid.
It still has a lot of meat. Nothing has changed but the timeline. And no amount of message board anxious chatter will change that.