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That site shouldn't even be available publicly. Looks like content staging from the URL. Someone screwed up and didn't secure it.
Have been flipping this for the last while accumulating more free shares every time there is price volatility. It's nice to have a core position for when the share price moves higher, but it's also nice to see an opportunity to add more shares when the share price declines.
This is yet another opportunity to accumulate.
I've been flipping - buying low/selling high - over the last 8 months to accumulate free shares. Will continue to do so with this volatility. I still have a large core position that I will not sell.
The main argument for the short thesis is now getting further debunked by some of the early independent and impartial reviews of Glassware coming out of VMWorld.
I think shorts will get quite toasty in the Oct - Nov timeframe with important news expected on:
* Sphere 3D/Overland Merger closing
* Q3 financials
* More independent and impartial reviews coming out from VMWorld
* Availability of "offline mode" Glassware chip. Delivery/licensing model currently unknown. How will these chips find their way into a thin client/tablet/mobile device/laptop/etc? Will Dell put this in their line of products?
* ISV Glassware Certification Program
I would love to see Sphere 3D's clients agree to do a case study to illustrate how Sphere's complete line of products can work to deliver a complete solution.
My impression is CloudVolumes is for a different problem in the application virtualization space. It looks like it focuses app virtualization within existing VDIs whereas Glassware takes a more holistic approach to bring app virtualization to not just virtual desktops (in a more de-coupled architecture than CloudVolumes) but to thin clients/mobile devices/tablets etc. as well.
How CloudVolumes works:
http://cloudvolumes.com/technology/
Notes from the Cube so far:
Q&A with Courtney Burry, Sr. Director Product Marketing, VMware:
Q: What are the real discussion points for adopting VDI?
A: The discussion is around getting to all applications in a single place across all devices and all mediums. A desktop is one of those mediums. At the end of the day, all the customer needs is to get to a secure workspace.
VMWare to tie in all software defined data centers to support all users to get at mobile apps, desktop apps, etc. We want to be flexible on delivering a solution for on-premise, cloud, hybrid, or integration with partners.
Customers are also looking for choice. Looking for a simplicity and cost effective solutions.
Q: What kind of commitment does VMWare have to stay close with partners?
A: We work closely with our partners day in and day out.
There is a huge effort, alot of validation, between our ecosystem and our partners to really drive and simplify solutions.
At the end of the day, clients want a specific solution to solve their problems.
You can expect to see a lot of collaboration with partners to ensure our customers have the right solutions.
Nice update! Are you at VMWorld right now?
Actually looking at the diagram again, it might not be. Just something DCO can take advantage of if NVIDIA GRID vGPU manager is on the hypervisor.
Love how he just tells it as it is. No sugar coating.
This is a competing solution. DCO 2.5 architecture looks different than what was announced by VMWare/NVIDIA/Google.
DCO 2.5 works by dynamically re-allocating additional GPU/CPU/RAM resources to the VM. Overland's solution covers video performance, but is not specific to it (ie. would work for CPU or memory intensive operations too). I think DCO is a layer on top of the hypervisor. DCO 2.5 is available today.
NVIDIA GRID vGPU focuses only on video performance. The VM accesses the hardware GPU directly instead of being assigned resources by software via a hypervisor. Here's the architectural diagram on GRID vGPU:
http://www.nvidia.ca/object/virtual-gpus.html
NVIDIA GRID vGPU will be in limited preview in Q4, so this solution won't be ready probably until early/mid 2015.
Wow another new announcement! Do any of you guys use stocktwits? Stocktwits is like Twitter but used as a social media channel for investors. We should all try to tweet and tag with $OVRL and $VMW to try to get VMWare investors to take a look at $OVRL. And if we're lucky, we may be able to get it to trend too.
Unfortunately Sphere 3D's symbol isn't recognized on stocktwits because it's classified as a small cap, but it should be fixed when the merger is done.
http://stocktwits.com/symbol/OVRL
This news release was not for investors. It was aimed at VMWorld participants.
You have to realize that while there is a certain science behind TA, it is more often up to biased interpretation from the one doing the analysis. I say it is ironic because the whole point of TA is to take human emotion out of the equation. With so many different indicators out there, you can find a bullish or bearish case by selectively choosing the right indicators.
Case in point, go to stocktwits.com and take a look at any of the more popular stocks (ie. NUGT/DUST pairs). Traders will post their TA thesis by choosing only the indicators that back up their call. When an inflection point is reached, one side usually stays quiet while the other side says "I told you so". Rinse and repeat cycle.
Some TA indicators are unreliable with small caps. When it is so easy for one entity to paint the daily high/lows/closing prices, candlestick patterns are extremely unreliable (eg. doji). That's not to say that TA is useless though. I find it an invaluable tool. There are indicators that have a higher rate of accuracy than others.
Motivation for NR is for showcasing new product at VMWorld :)
Hah I knew it...
You're right, it is difficult to compare without hands on experience with both Glassware and PowWow. ariadndndough's article was very interesting and it tied into some preliminary thoughts I had from yesterday's article from boogins.
OK looks like PowWow's UX customization features appear to be a bit more advanced than Glassware:
Hi JB, I was referring to features that would allow for customizing the application user experience (UX) to go beyond gestures and voice recognition input.
For example, Photoshop may work very well with a desktop, but if you are working with an app-virtualized copy of Photoshop on lets say a smaller form-factor like a mobile device, it would be extremely difficult to use features from the app that would require precision control of a mouse or pen tablet vs touch screen gestures. Nor may it be a feature that is necessary if a the same user is only using the device "on-the-go". So one would typically try to find a way develop make it easier to accomplish the said functionality if warranted or remove the functionality all together.
Another example is Excel. Would a user on a mobile device create pivot tables and complex calculated columns or would that be a task that is more suitable to another form factor device like a tablet or laptop? In fact, when Sphere 3D virtualized that app to the XBOX One controller screen, they demonstrated that you could in fact have it be installed on it. Which was pretty cool, but then I bet people thought about why you would ever want to do this in the real world. And that is because an XBOX One controller is a horrible interface to working with Excel spreadsheets.
So back to Glassware, if the extent of modifying the application UX is limited to pinch/zoom and voice to text, they have a long way to go.
PowWow's UX customization features may or may not be the same as Glassware, but if they are limited to simple gestures as well, then they have a long way to go too. It's too bad there isn't a demo available or white paper I could go over that's available. I may have to email them and risk being spammed to death for sales calls :)
Thanks for sharing ariadndndough. That's a very interesting article. In particular, the author mentioned:
I'll have some more funds become available in case it happens again. But technically speaking, alot of indicator now indicate bullish at least for this new swing.
I won't be attending VMWorld since I don't work with virtualization stuff day-to-day. But PowWow did mention SharePoint on their website (which I work with everyday) so perhaps maybe they will be at Microsoft's unified technology conference in May 2015.
Thanks for bringing this up Boogins. I just briefly took a look at their website. I think Glassware and PowWow are probably direct competitors. As with competing products, it looks like there are some things PowWow does better than Glassware and vice versa. But I won't comment on those features since all I've only seen is marketing material and I don't see any demo links anywhere.
Nope Glassware 2.0 isn't in this appliance. This is a VDI/desktop virtualization solution.
Glassware 2.0 is application virtualization.
This is probably to prepare for VMWorld. Good chance they'll be in marketing collateral at the booth Aug 24 - 28.
Oh they no doubt will get alot of exposure. I think they just have a booth set up to showcase the technology. VMWorld is the premiere conference for anything VMWare-related. I know a few from my company will attend this conference as well.
Not sure if anyone caught this but Jerome Hass reiterated his short recommendation on ANY a few weeks ago on BNN. Hoping retail shorters are now panicking to cover :)
Just remembered that some states require the vendor advertise a link back to the client with a reference to contracts that are active. For example, Texas maintains a list of active contracts for state and local governments, education, and other state entities. Anyone got some time to browse through these?
http://www2.dir.state.tx.us/ict/overview/Pages/overview.aspx
http://www.dir.state.tx.us/ict/contracts/Pages/ProductsServices.aspx
Here's Dell's contracts list (linked from search results page above). Haven't browsed through these myself as well:
http://www.dell.com/learn/us/en/rc963956/campaigns/contract-purchases?s=slg
Oops thanks. I stand corrected. I had been thinking about the mention from the AGM and forgot about this important disclosure in the last news release.
That's an excellent fact, Justfactsmam. NDA's happen all the time when they make sense. And certainly with organizations requiring security clearance.
Not a news release. But from a 3rd party technical article which mentioned Chesterfield has implemented a solution using Glassware 2.0.
Sphere 3D may choose not to disclose these developments as per the section titled "VI Confidentiality" in the TSX's Policy Statement on Timely Disclosure. This may jeopardize closing the Overland acquisition.
I believe justfactsmam is referencing forward looking statements made by management from interviews. But if strictly looking at this from a news release perspective, the chip doesn't exist :)
When a device consumes the Glassware virtualized app, it can be in one of two forms:
1. If a native client is available for the user device, the virtualized app can be streamed to the device in sort of like an app container. ie. an icon that you can tap to open just like any other app. The native client then connects to the Glassware server and streams the virtualized app.
2. An HTML 5 web page that you can access through a web browser installed on that device. SO basically you load up a web page from the Glassware server and it streams the virtualized app to the browser of the device. The virtualized app is embedded in the web page.
Peter hinted the integration as option 2. Which is probably the simplest form of integration if you can consider loading a web page on any device with a browser in it "integration". Smiley face wink ;)
hah... HTML5. Yeah I suppose you can call that integrated.
I would be very surprised to see them manufacturing chips at this time. Which would allude to the "integration" being mentioned as nothing more than a reference to Chesterfield since it is the only news tid bit in the public domain with a direct reference to Chromebooks.
"Integrated" is a very generic term. It could very well be just a reference to the Glassware solution used by Chesterfield. Furthermore, you also need an appliance or server running Glassware to have app virtualization to work. That is unless Sphere 3D has already commercialized their chip and is selling it which I think is highly unlikely at this time.
These are not identical and very much different.
Glassware focuses on virtualizing client applications that are physically installed on a user's device. If the application requires middleware on distributed architecture (ie. making calls to a database or services API), Glassware does not virtualize this.
IBM smartcloud orchestrator focuses on provisioning IT infrastructure (ie. including middleware) within private/public/hybrid clouds. For example, a Managed Services Provider may want to template out the provisioning of an infrastructure to support an enterprise application like SharePoint, PeopleSoft, etc. This would require several web front end servers, application servers, sql servers, network segmentation, application configs, service accounts, etc. Smartcloud orchestrator would take this and automatically provision this within the cloud.
In summary, these two products focus on different things. Glassware and SmartCloud Orchestrator are not competing products.
A shareholder has every right to communicate their concerns. Management has a responsibility to listen and if deemed valid, address these concerns.
However, unless a shareholder has a thorough understanding of all public and private/insider information, shareholders should not be making recommendations. We're all working with an INCOMPLETE data set and as such, none of us are qualified to even suggest a solution let alone try to impose one on management.
You even mentioned "The company tries to attract new investors which will ultimately raise the price of your shares ie make you richer. ". Delisting from the TSX-V, while solving the immediate naked shorts problem, would eliminate a certain audience of Canadian investors. Perhaps management is close to getting a Canadian institution or fund to invest in Sphere 3D which would be better for shareholders in the medium-long term? We just don't know. As a shareholder, we don't have the full picture. And as such, we should put faith in management to make the best decision on behalf of us all.
Nope. Google Glass pairs with your device through a "MyGlass" app. I don't see why MyGlass would be running on Sphere 3D's Glassware 2.0.
Yes it is. The developer is Frostcat Technologies Inc. Frostcat is a subsidiary of Sphere 3D.
https://itunes.apple.com/app/wordperfect-x7/id654787680
http://sphere3d.com/investors-who-we-are-and-corporate-fact-sheet/
EXACTLY. Agree 100%.
Having open lines of communication with management to voice concerns is not the issue. In fact, it's great that Peter listened and replied personally to each email. However, I fail to see what spamming the same message after Peter's response would accomplish. Same goes to any other form of communication. Guys, Sphere 3D does not have an Investor Relations department. The message has been heard and acknowledged. Now lets give them some breathing space so that they can stay focused without distractions.