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Margin question for you guys. I don't have any money available right now to buy more shares, but definitely will in 3 weeks. I think this could make another substantial move up between now and three weeks from now. If I buy shares on margin now, is there any risk whatsoever, even if the share price goes down, if I'll definitely be covering the cost in three weeks? Any and all advice would be welcome.
Thanks!
What Is the Change?
With our Summer ‘15 release*, Salesforce will no longer support IE7 and IE8 browsers.
Microsoft originally announced they would end support for IE7 and IE8 on or before January 2015. However, Microsoft subsequently amended its policy which can be found here.
Despite Microsoft’s amendment to its support policy, Salesforce will continue its original plan to end support for IE7 and IE8 browsers with the Summer ‘15 release.
*Currently targeted for June 2015; date subject to change
What does this mean to me?
If you continue to use IE7 and IE8 browsers after the Summer ‘15 release*, some features/functionality may no longer work in IE7 and IE8 browsers.
Bugs or performance issues that appear only when using IE7 and IE8 will not be investigated or fixed by Salesforce after this release.
https://help.salesforce.com/HTViewSolution?id=000187123
Mac, would be great to hear your price targets/timeframes when you get a few minutes to share it.
Thanks!
If a Google exec is repeatedly tweeting about our stock, we must be doing something right.
Pepsiman,
Thanks for the detailed thoughts on our future prospects. Much appreciated!
Pepsiman,
Expanding on your post from last night, curious to know where you realistically think things are headed in the next 18-24 months? I realize we're guessing here, but if all goes according to what we hope is the plan, wondering where you think stock price will be, how many splits(if any), ratio of splits, etc.
I need visions of sugar plums on this snowy Tuesday.
Thanks!
Testifying for Sphere 3D:
Jason Katcher, Google.
Jason Katcher @jkatcher74 · Dec 22
Virtualization play legitimized @aseldow RT "@Benzinga: Sphere 3D Enters MultiYear OEM Embedded Agreement w $MSFT $ANY $VMW $CTXS #stocks
Peter Bookman @pbookman · Dec 10
RT @EddiePisters: @Sphere3D brand new V3 appliances http://sphere3d.com/v100a-v200a-appliances/ … #VDI >Great stuff! Distributed architectures w/ on-prem to boot
Eddie Pisters retweeted
Overland Storage @OverlandStorage · Dec 4
@Sphere3D New V50 Virtual Desktop Appliance for Distributed Workgroups & Small Offices #VDI http://mwne.ws/1CJOJcR
Eddie Pisters works for Ricoh in The Netherlands.
"A use case is a software and system engineering term that describes how a user uses a system to accomplish a particular goal. A use case acts as a software modeling technique that defines the features to be implemented and the resolution of any errors that may be encountered."
I'm guessing we get earnings after the close on Friday or first thing Monday.
Plus, the latest earnings should be released by then.
You just know some hit pieces are coming that will question management, the tech, the merger, everything. The shorts will go down swinging.
I believe in the company, the products and the execs, particularly PB and Morelli. As amazing as Glassware is, I think that's just the beginning of all the amazing things these guys will create. That's why I'm invested here, not because of Sheldon. If he pulled all his money out tomorrow, I'd still be invested here.
No need for you to try and save me from myself.
With Thanksgiving fast approaching, let's talk turkey. Say Dell makes a play for ANY post-merger. Realistically, what can we get for the company?
Justfactsmam,
What was the reaction when you discussed Sphere with all of those clients? Do you think they will be contacting Sphere?"
I like this part of the Chesterfield article:
The division’s 13,176 middle school students each have a Chromebook starting this year. Starting next year, every high school student in the county will have one, too.
Chesterfield will pay $5.1 million a year for the 32,000 laptops once high school students are included. The money will come from the division’s technology budget.
19,000 more Chromebooks coming and they haven't even gotten to the elementary school kids yet.
I just don't see it happening until after the merger. They have been super quiet all these months, so maybe they figure what's another 3 weeks. Believe me, I'd be thrilled if they de-listed on Monday.
The silence is deafening. Seems to me they won't do anything until after the merger. If they were willing to delist before the merger, they would have done it by now.
We really seem to be attached at the hip with Dell:
Stoney, Chromebooks, VRTX, Applegate, Keen meeting with the big partnerships exec.
Keen arrived at Dell World yesterday. He tweeted this:
Michael Keen @michael_keen
Where is @_ganeshp ?
The person he was looking for and presumably meeting up with? This guy:
Ganesh Padmanabhan
Senior Director, Emerging Technology Strategy/ Business Development - Office of the CTO, Dell
In a global strategy role in the Office of the CTO, I lead a worldwide team of Enterprise Strategists & Technologists in a variety of areas covering Big Data/ Analytics, Hybrid/Private Cloud, DevOps, Enterprise Applications and Software Defined X (Storage, Networking, Infrastructure) and help uncover new market opportunities, create/kick start new businesses models and pioneer new technologies for Dell.
Interesting thing in that photo is the Dell logo on every level. The only other logo you see is Glassware.
Peter Bookman @pbookman · 11m 11 minutes ago
I'm in the cloud heading to #dellworld2014 ?? #seewhatididthere #oldjoke
Peter Bookman @pbookman · 19m 19 minutes ago
RT @sanjeevaggarwal: Channel is now very exciting at Dell, 25% of attendess at #DellWorld are channel #DellChannel #Dellworld2014 >Wow!
Peter Bookman retweeted
Sanjeev Aggarwal @sanjeevaggarwal · 26m 26 minutes ago
@Dell partners now have a significant opportunity as THE ONLY global "end-to-end" technology soln provider @Dellchannel #dellworld2014
Peter Bookman retweeted
Sphere 3D @Sphere3D · 20m 20 minutes ago
We are excited to be sponsors at #dellworld2014 Come check out how many virtual applications are running on #Dell servers as appliances
Peter Bookman @pbookman · 51m 51 minutes ago
Heading to #DellWorld2014 to check out @Sphere3D in the labs and our other presence. :) I already ran into some old and new friends :)
6,000 people attended Dell World last year, so there should be plenty of opportunities to meet potential customers.
Dell World exhibitors, including Sphere:
http://dellworld.com/details/#sponsors
Tim, contact the company and see if guest passes are possible. Would be great if you could get in and give us a report.
The last two corporate updates were released on a Monday, 15 weeks apart. If they hold true to form, the next corporate update will be released this Monday, November 3rd.
Fun while it lasted. Still, the fact that someone like Bramfitt is willing to be in their videos is kind of a big deal.
This is kind of big news, yes? Bramfitt now works at Sphere? Wow!
Am I reading that tweet correctly? We're exhibiting with Ericsson? Kind of a big deal.
I'm not so worried about every possible deal being announced via press release. I think the important press release will be for earnings. I think the revenue numbers are going to be really interesting. Just take this one example. The CTO of Istation now knows who we are, so presumably every school/district that uses Istation will now know that Glassware can be used for their new Chromebooks. Perhaps even a licensing deal with Istation at some point? Somebody smarter than me do the math please!
We might have just hit the mother lode. Check out this tweet:
Banzai Bill
?@Banzai_Billster
@pbookman @lasonyacobbs @Sphere3D @google Wow! Very cool news! Thanks for sharing. Reaching out to talk #glassware with @Istationed!
Who is Banzai Bill you ask? None other than Bill Lowrey, Chief Technology Officer at Istation. Shwing!
The silence seems pretty intentional and will likely last until the merger. They easily could have announced the Chesterfield and Texas school deals. No proprietary info that a client would have asked to keep quiet there. Especially since the Texas school client was tweeting about it.
Nice! Thanks guys.
Babykahn,
Where did you get the 10,000 Chromebooks number from?
One big piece of the puzzle that the Pinnacle article misses but was addressed in another article earlier this year:
There is little doubt that much of the velocity in Sphere 3D’s share price is driven by technology speculators who perceive the opportunity inherent in the timing of companies, managment and products converging within the Sphere 3D universe. My bet is that the combination of these elements under Sphere 3D’s managment will result in an exponential compounding of shareholder value quarter-on-quarter once the integrations are complete and Overland Storage’s sales force is unleashed on its client base with the new offerings.
http://www.midasletter.com/2014/06/sphere-3d-overland-storage-merger-sets-emc-corporation-vmware-repetition/
Thanks Mac. Got my fingers crossed. If not Q3, then maybe VMWorld US, VMWorld Barcelona and the merger completion blow the roof off Q4.
A source I have found credible said indications were that ANY passed their expected revenues for Q3 before the quarter was half over. So double your estimate and put in a little wow factor and you get right up to about $5MM where I believe it will come in.
Pete, don't forget, VMWorld took place in the second half of the quarter. If they had already blown by revenue estimates in the first half, VMWorld could have been a MAJOR booster rocket for the second half. If you really want to go pie in the sky, we could go past $5mm. Just a thought.....
According to Eric Kelly, target date for Sphere/Overland merger completion is end of October.
Apparently I was a little slow on the draw, but here it is again:
http://www.corporatepower.com/case.html
Case Studies
Here are some examples of how Corporate Power has helped clients make the right information technology decisions for their business and implement those decisions successfully.
Client: Global Company with servers on 3 continents.
Challenge:
Management wanted a single global view of their business in Asia, Europe, and the Americas. IT wanted to consolidate into a single data center. Finance wanted IT expenses as capex versus opex.
Corporate Power Response:
We partnered with Sphere 3D to provide cloud managed virtual desktops and servers to the client. Sphere 3D provided the leading-edge technology to enable high-performance virtual desktops which could be accessed on ipads and thin clients worldwide, and Corporate Power provided the services and support for the client.
Client Benefits:
"Sphere 3D and Corporate Power's cloud-based DaaS solution is the foundation of our IT environment, providing our employees with highly available, consistent and reliable access to cloud services through high-performance virtual desktops with failover and disaster recovery across 3 continents," said Sunny Sengupta, vice president of Digital and IT at Leisure Pools. "We have significantly reduced IT`s management of individual desktops, allowing us to focus this vital resource on developing additional applications that expand workforce productivity instead."
Tim,
The guy PB tweeted to about the sandbox demo is Co-Founder of Orchard Parc, a company that helps extend the capabilities of the Apple Mac:
http://orchardparc.com/about/
Check out Orchard Parc's connection to Intel:
http://orchardparc.com/opus-intel/