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If ANY continues to secure contracts such as the one today than the "Buffet Effect" is in play:
Warren Buffett
ANY has not been a company for a very long time with all of it's recent acquisitions. So it is too early to determine if ANY is a lousy long term hold. Also people have different definitions of what a long term hold is.
Peter Lynch
Trends change....
Sphere 3D has much going on that has yet to show the revenue potential.
When it does it will be reflected in the marketplace.
Their technology is said to be disruptive and game-changing.
The more disruptive the more the trend changes...
The more game-changing the more the trend changes...
Quote from Peter Bookman Cube interview:
Peter Bookman - VMworld 2015 - theCUBE
Management said they needed more personnel in the last CC.
Now we know what type of people they need.
They have some serious gaps in their staffing to fill.
That is a positive step in the right direction.
It is a wait and see situation.
We should know in the next quarter where ANY is headed.
We talked about this several days ago.
It was in talk about in the CC and mentioned in the quarterly report as well.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=116244645
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=116245877
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Sphere 3D is a Canadian company. THe Canadian regulators told the company to withdraw the guidance or provide more information.
The company decided to withdraw the guidance per Canadian rules.
The Canadian securities rules are different from United States SEC.
Many folks are focusing on the “stock market” and not the “real market”.
The stock price is going to go all over the place with or without the shorts, whales or other entities playing the ANY stock.
The ultimate determining factor to drive the stock price up or down will be the results Sphere 3D derives from the marketplace period.
Regardless of what was said or wasn’t said in the conference call, what EK paid for the shares purchased, what relationships Sphere 3D has with different companies, or any other actions the company has taken or didn’t take, the final factor will be the results that are produced.
Does Sphere 3D have real revenue producing technology or is it all “smoke and mirrors”?
The jury is still out and will be back in with verdict around September 30, 2015.
http://www.forbes.com/sites/stevedenning/2011/11/28/maximizing-shareholder-value-the-dumbest-idea-in-the-world/
The real market vs the expectations market
In today’s paradoxical world of maximizing shareholder value, which Jack Welch himself has called “the dumbest idea in the world”, the situation is the reverse. CEOs and their top managers have massive incentives to focus most of their attentions on the expectations market, rather than the real job of running the company producing real products and services.
The “real market,” Martin explains, is the world in which factories are built, products are designed and produced, real products and services are bought and sold, revenues are earned, expenses are paid, and real dollars of profit show up on the bottom line. That is the world that executives control—at least to some extent.
The expectations market is the world in which shares in companies are traded between investors—in other words, the stock market. In this market, investors assess the real market activities of a company today and, on the basis of that assessment, form expectations as to how the company is likely to perform in the future. The consensus view of all investors and potential investors as to expectations of future performance shapes the stock price of the company.
In the real market, there is opportunity to build for the long run rather than to exploit short-term opportunities, so the real market has a chance to produce sustainability. The real market produces meaning and motivation for organizations. The organization can create bonds with customers, imagine great plans, and bring them to fruition.
SPHERE 3D FOCUS IS ON THE "REAL MARKET"
Why did Imation sell a product that was bringing in 14.5 in revs in the last 12 months?
Why did Imation file suit against ANY/OVER?
Why was the suit dismissed?
Why is Clinton Group sending letters to ANY and none to Imation?
Why does a former ANY board member sit on Imation board of directors?
WHY WHY WHY
From the Imation SEC filing PRRN14A dated April 14, 2015:
https://www.sec.gov/Archives/edgar/data/1014111/000090266415002228/p15-1138prrn14a.htm
Imation Corp.
(Name of Registrant as Specified In Its Charter)
Clinton Relational Opportunity Master Fund, L.P.
Clinton Relational Opportunity, LLC
Clinton Group, Inc.
GEH Capital, Inc.
George E. Hall
Joseph A. De Perio
Robert B. Fernander
Barry L. Kasoff
One big dysfunctional family that ANY is going to disrupt.
The Path Forward
In our pursuit to improve the Company, Clinton is nominating three individuals to stand for election at the Annual Meeting. They are as follows:
·Joseph A. De Perio, Senior Portfolio Manager, Public Equity and Private Equity at Clinton Group, Inc.
·Robert B. Fernander, a veteran executive in the technology space with domain expertise in data storage
·Barry L. Kasoff, President of Realization Services, Inc., a full service management consulting firm specializing in assisting companies and capital stakeholders in troubled business environments
We believe that Messrs. De Perio, Fernander and Kasoff possess the domain expertise, operational capability, turnaround experience and financial acumen to move Imation forward from the depths it languishes in today.
Joseph A. De Perio has served as a Senior Portfolio Manager of CGI, a registered investment adviser, since October 2010; he also served in a similar capacity from 2006 until December 2007. Mr. De Perio currently serves on the board of directors of ROI Acquisition Corp. II, a company formed for the purpose of acquiring one or more businesses or assets, and has done so since its inception in June 2013.
From December 2007 until October 2010, Mr. De Perio was a Vice President at Millennium Management, L.L.C., a global investment management firm. Mr. De Perio was a Private Equity Associate at Trimaran Capital Partners, a private investment firm, from 2004 until 2006 and an analyst and associate in the mergers and acquisitions department at CIBC Oppenheimer, a national investment boutique, from 2000 until 2004. Mr. De Perio also served on the board of directors of Viking Systems, Inc., a leading worldwide developer, manufacturer and marketer of 3D and 2D visualization solutions for complex minimally invasive surgery, from June 2011 until its sale to Conmed Corporation in October 2012, and Overland Storage, Inc. (f/k/a Overland Data, Inc.), a provider of data protection appliances, from April 2011 until its sale to Sphere 3D Corporation in December 2014.
Mr. De Perio was President of ROI Acquisition Corp. (“ROI”), a special purpose acquisition company, that completed a business combination with EveryWare Global, Inc., a provider of tabletop and food preparation products for the consumer and foodservice markets, from September 2011 (ROI’s inception) to May 2013 (the date of the business combination). Upon the closing of the business combination, ROI changed its name to EveryWare Global, Inc. and Mr. De Perio resigned from his management position with ROI. Mr. De Perio continues to serve, since May 2013, on the board of directors of EveryWare Global, Inc. as an independent director. In April 2015, EveryWare Global, Inc. filed for protection under Chapter 11 of the United States Bankruptcy Code pursuant to a pre-packaged plan of reorganization.
That may be so however Sphere 3D chooses not to.
They probably can issue guidance without releasing sensitive information, however to do so would be very time consuming.
Would you be so kind to share several reasonable explanations for mgmt. creating a committee to maximize shareholder's value.
A company most important concern is their customer as this is where their revenue comes from.
The shareholder is the company as we own it.
I don't know of any company that has such a committee and the only logical reason I see ANY as having one is for an eventual buyout.
The company can't answer a simple email or phone call. An investor from Canada who call in to the CC had been expecting a call from the company since the last conference call. He is still waiting. When he brought it up in this conference call they said they had his contact info and would be calling him.
The stock purchase happened and at what price really does matter.
There are bigger concerns I have and will be contacting the company about.
I just don't understand why they are establishing a committee to maximize shareholders value when they can't respond to shareholders inquiries.
My problem with the committee is that it is already a function of management and the board of directors to a lesser degree.
The ANY management has some shortcomings however the company is focusing on getting their product to the market and providing solutions to customers and partners. If they can do that effectively we shareholders will reap the benefits. If their technology is disruptive as they believe, we should reap hugh benefits. The company said the CC the have products that are needed in the marketplace and not products that have to find a market for.
Thoughts from the CC:
1.No forward looking information makes sense. Too much information to gather, sensitive could be revealed as well as partner/customers. Also it would be time consuming.
Also when the question about the forward looking information was asked, the company was straightforward in their response and somewhat apologetic. They were asked specifically about the 160 million run rate and they said they couldn’t comment one way or another. Not a big issue IMHO. Addressed very well by company.
2. Hugh!!! “Meaningful growth in new technology” was mentioned!
3. They didn’t answer this question: Can you increase the price of RDX now that you consolidated the IP?
The company said “I’m not going to answer that question I think you probably know the answer to that question.” Does anybody know the answer?
4. Concern being address: Not enough professional services in-house today. Weakness that is being addressed. Teams run from opportunity to opportunity. Where do the company advertise their job openings?
5. The Shareholder Committee is a ruse for a buyout committee. I don't think they could have announced we are forming a buyout committee. IMHO
Overall the CC was informative, showed an excited and confident management and the analysts/private investors asked some tough and controversial questions.
The current and future quarters hopefully will show fruits of their labors.
No more Foward Looking Information
Second Quarter
Three and Six Months Ended June 30, 2015
Management’s Discussion and Analysis
of Financial Condition and Results of Operations
The following quarterly management’s discussion and analysis (“MD&A”) should be read in conjunction with our unaudited condensed consolidated financial statements and the accompanying notes of Sphere 3D Corp. (the “Company”) for the three and six months ended June 30, 2015. The condensed consolidated financial statements have been presented in United States (“U.S.”) dollars and have been prepared in accordance with accounting principles generally accepted in the United States of America (“GAAP”). Unless the context otherwise requires, any reference to the “Company”, “Sphere 3D”, “we”, “our”, “us” or similar terms refers to Sphere 3D Corp. and its subsidiaries. Unless otherwise indicated, all references to “$” and “dollars” in this discussion and analysis mean U.S. dollars. This MD&A includes forward-looking statements that involve risks, uncertainties and assumptions that are difficult to predict. Words and expressions reflecting optimism, satisfaction or disappointment with current prospects, as well as words such as “believes,” “hopes,” “intends,” “estimates,” “expects,” “projects,” “plans,” “anticipates” and variations thereof, or the use of future tense, identify forward-looking statements, but their absence does not mean that a statement is not forward-looking. Such forward-looking statements are not guarantees of performance and our actual results could differ materially from those contained in such statements. Factors that could cause or contribute to such differences include, but are not limited to: our ability to raise additional capital to fund operations; our ability to successfully integrate the business of Overland Storage, Inc. (“Overland”) with our other businesses; our ability to maintain and increase sales volumes of our products; our ability to continue to control costs and operating expenses; our ability to generate cash from operations; the ability of our suppliers to provide an adequate supply of components for our products at prices consistent with historical prices; our ability to repay our debt as it comes due; our ability to introduce new competitive products and the degree of market acceptance of such new products; the timing and market acceptance of new products introduced by our competitors; our ability to maintain strong relationships with branded channel partners; customers’, suppliers’, and creditors’ perceptions of our continued viability; rescheduling or cancellation of customer orders; loss of a major customer; our ability to enforce our intellectual property rights and protect our intellectual property; general competition and price measures in the market place; unexpected shortages of critical components; worldwide information technology spending levels; and general economic conditions. Further, our customers may use our products in ways that may infringe the intellectual property rights of third parties and/or require a license from third parties. Although we encourage our customers to use our products only in a manner that does not infringe third party intellectual property rights, and we know that most of our clients do so, we cannot guarantee that such third parties will not seek remedies against us for providing products that may enable our customers to infringe the intellectual property rights of others. For more information on these risks, you should refer to the Company’s filings with the securities regulatory authorities, including the Company’s most recently filed annual information form, which is available on SEDAR at www.sedar.com and EDGAR at www.sec.gov. In evaluating such statements we urge you to specifically consider various factors identified in this report, any of which could cause actual results to differ materially from those indicated by such forward-looking statements. Forward-looking statements speak only as of the date of this report and we undertake no obligation to publicly update any forward-looking statements to reflect new information, events or circumstances after the date of this report. Actual events or results may differ materially from such statements. The Company has been informed that the disclosure of goals or guidance to the public may constitute forward looking information (“FLI”) under applicable Canadian securities laws. Under such rules the Company would be required to describe in detail the material factors and assumptions supporting such FLI. The Company believes that in this case such additional details would include commercially sensitive information about the Company’s products and services. This competitively sensitive information relating to the Company and potentially the Company’s partners could cause material harm to the Company if made available. In addition this type of disclosure could be in violation of existing non-disclosure agreements with partners and/or customers. As such, and as per the requirements of SN51-721, the Company withdraws the FLI disclosed in its press release from February 17, 2015.
Ontario Securities Commission
Forward-Looking Information Disclosure
OSC Staff Notice 51-721
http://www.osc.gov.on.ca/documents/en/Securities-Category5/sn_20130613_51-721_forward-looking.pdf
What is Forward-Looking Information?
FLI is disclosure about possible events, conditions or financial performance that is based on assumptions about future economic conditions and courses of action. FLI includes two subcategories dealing with financial information: (a) FOFI and (b) financial outlook. Both FOFI and financial outlook are FLI about
prospective financial performance, financial position or cash flows, based on assumptions about future economic conditions and courses of action. The difference between FOFI and financial outlook is the format in which the financial information is presented. In the case of FOFI, the information is presented
in the format of a historical financial statement. Examples are provided in the chart below.
Disclosure of FLI is not mandatory for reporting issuers. However, we recognize that many reporting issuers provide FLI, generally, in news releases, management’s discussion and analysis (“MD&A”), annual information forms, marketing materials or on their website. FLI is by definition likely to be less reliable than historical information because it is based on management’s best judgment and assumptions on how future trends will impact their business. As such, it is important that FLI be clearly identified so that
readers understand the limitation of this information, are not confused and don’t treat FLI as historical
information. Further, it is critical that readers understand the basis on which the FLI was determined. This basis must be reasonable. In addition, material risk factors and related assumptions used to develop the FLI must accompany the disclosure. In determining what constitutes a “reasonable basis” for FLI, a reporting issuer should consider the reasonableness of the assumptions underlying the FLI and the process followed in preparing and reviewing the FLI. Updates on FLI help investors understand how actual results are reasonably likely to differ materially from previously disclosed FLI and how the reporting issuer is progressing towards the achievement of its disclosed targets and objectives. The disclosure of FLI is subject to securities requirements under National Instrument 51-102
Continuous Disclosure Obligations (NI 51-102)1, irrespective of where FLI is located within a document or the nature
of the document where FLI is disclosed. Therefore, the rules apply regardless of whether FLI is on a website, in a news release or in the MD&A. The requirements can be divided in two parts: (a)
requirements relating to the initial disclosure of FLI, and (b) requirements relating to the ongoing obligations to update, compare to actual results and, if appropriate, withdraw previously disclosed FLI. We have summarized these requirements in Appendix A Requirements.
Exceptions
Oral statements
The rules do not apply to FLI presented orally. However, if oral statements containing FLI are transcribed, for example, if the issuer transcribes the quarterly conference call with analysts where management of a reporting issuer discusses their results, these statements would be subject to the requirements under NI 51-102.
Update and withdrawal [/b
Updating or notification that FLI is being withdrawn must be included in the MD&A or in a news release. Section 5.8 of NI 51-102 provides flexibility to allow the updated information to be included in a news release as long as it is filed prior to the MD&A. In this case, the MD&A must refer to the news release to
satisfy the requirements. The disclosure and discussion of material differences between actual results and previously disclosed FOFI or financial outlook must included in the MD&A; including this
information in a news release instead of the MD&A is not permitted.
Sphere 3D is a Canadian Company.
You can call the company and ask them about the share purchase and you call the Canadian regulators and ask them for an explanation.
Based on what was released in the Canadian filing, they have different rules up there.
I was told vaguely it was Microsoft.
What is going on behind the scenes certainly is not being reflected in the marketplace.
An unnamed company spend mucho dinero developing technology that was lacking a key piece.
The word is ANY has the missing piece of the puzzle.
The unnamed company wants ANY piece of the puzzle.
The unnamed company only wants their named attached to the technology.
How much will it cost the unnamed company to buy ANY out?
It was on TD Ameritrade.
It was in the news under ANY.
Today's News, August 14, 2015
6:15 am ET
Sphere 3D: Selling Shareholders May Sell Up to 4.45M Shares and 1.78M Shares
Dow Jones
6:11 am ET
Sphere 3D Files to Offer Up to $40M of Common Stock, Warrants
Dow Jones
6:05 am ET
*Sphere 3D Files for Up to $40M Shelf
Benzinga
From the quarterly report:
Glassware is a technology and contains many unique components that can be bundled to create products or whose architecture or unique capabilities can add value to other products. Glassware components include its: containers, microvisors, authentication engine, clustering, persona management, load balancer, remoting technology, custom browser configurator and others.
The future of SPHERE 3D
Glassware components are not currently sold as a standalone license but instead are bundled to specific hardware for specific use cases. This product category is referred to as Hyper-Converged Infrastructure or HCI.
Asset Purchase. On August 10, 2015, we entered into an asset purchase agreement with Imation Corp. and issued 1,529,126 common shares with an approximate value of $6.3 million, which included $4.9 million in consideration of all non-inventory-related RDX assets and approximately $1.4 million in consideration of purchased inventory. The asset purchase agreement also terminated an existing license agreement and, settled all disputes between the parties.
Why would Imation Corp. take shares of SPHERE 3D for RDX assets and inventory?
On April 9, 2015, Imation Corp. (“Imation”) filed a complaint in Minnesota state court alleging claims for declaratory relief, breach of contract, and tortious interference with contract against Tandberg Data Corp., Tandberg Data Holdings S.a.r.L., Overland Storage, Inc., and Sphere 3D Corp. (collectively “Defendants”) related to Imation’s RDX business. In the lawsuit, Imation accuses Defendants of anticipatory breach of an RDX-related license agreement that Imation entered into with ProStor Systems, Inc. (“ProStor”) in 2006. This lawsuit was dismissed with prejudice on August 11, 2015.
Issuance of Common Shares
On August 10, 2015, the Company signed a definitive agreement for a private placement of 606,060 common shares of the Company and warrants to purchase up to 606,060 common shares for a gross purchase price of approximately $2.0 million. The purchase price for one common share and a warrant to purchase one common share is $3.30. The warrants will have an exercise price of $3.30 per share, a five year term, and are exercisable in whole or in part, at any time prior to expiration. The Company has the right to force the exercise of the warrants if the weighted average price of the common shares for 10 consecutive trading days exceeds 400% of $4.12.
The transaction closed on August 13, 2015. The Company intends to use the proceeds from the offering for general corporate and working capital purposes. The offering is to be made pursuant to an exemption from the registration requirements of the U.S. Securities Act of 1933, as amended, provided by Regulation D promulgated thereunder. The Company also entered into a registration rights agreement in connection with the Offering pursuant to which the Company has agreed to file a registration statement to register the resale of the shares to be issued in the offering and the shares issuable upon exercise of the warrants with the U.S. Securities and Exchange Commission within 90 days of the closing of the offering and use commercially reasonable efforts to have the registration statement declared effective as soon as practicable.
2015 Performance Incentive Plan
On August 3, 2015, the Company granted awards of approximately 2.7 million restricted stock units, in the aggregate, to employees.
The Dumbest Idea In The World: Maximizing Shareholder Value
http://www.forbes.com/sites/stevedenning/2011/11/28/maximizing-shareholder-value-the-dumbest-idea-in-the-world/
A few excerpts:
The real market vs the expectations market
In today’s paradoxical world of maximizing shareholder value, which Jack Welch himself has called “the dumbest idea in the world”, the situation is the reverse. CEOs and their top managers have massive incentives to focus most of their attentions on the expectations market, rather than the real job of running the company producing real products and services.
The “real market,” Martin explains, is the world in which factories are built, products are designed and produced, real products and services are bought and sold, revenues are earned, expenses are paid, and real dollars of profit show up on the bottom line. That is the world that executives control—at least to some extent.
The expectations market is the world in which shares in companies are traded between investors—in other words, the stock market. In this market, investors assess the real market activities of a company today and, on the basis of that assessment, form expectations as to how the company is likely to perform in the future. The consensus view of all investors and potential investors as to expectations of future performance shapes the stock price of the company.
During his tenure as CEO of GE from 1981 to 2001, Jack Welch came to be seen–rightly or wrongly–as the outstanding exemplar of the theory, as a result of his capacity to grow shareholder value at GE and magically hit his numbers exactly. When Jack Welch retired from GE, the company had gone from a market value of $14 billion to $484 billion at the time of his retirement, making it, according to the stock market, the most valuable and largest company in the world. In 1999 he was named “Manager of the Century” by Fortune magazine. Since Welch retired in 2001, however, GE’s stock price has not fared so well: GE has lost around 60 percent of the market capitalization that Welch “created”.
“Maximizing shareholder value” turned out to be the disease of which it purported to be the cure. Between 1960 and 1980, CEO compensation per dollar of net income earned for the 365 biggest publicly traded American companies fell by 33 percent. CEOs earned more for their shareholders for steadily less and less relative compensation. By contrast, in the decade from 1980 to 1990 , CEO compensation per dollar of net earnings produced doubled. From 1990 to 2000 it quadrupled.
Although Jack Welch was seen during his tenure as CEO of GE as the heroic exemplar of maximizing shareholder value, he came to be one of its strongest critics. On March 12, 2009, he gave an interview with Francesco Guerrera of the Financial Times and said, “On the face of it, shareholder value is the dumbest idea in the world. Shareholder value is a result, not a strategy… your main constituencies are your employees, your customers and your products. Managers and investors should not set share price increases as their overarching goal. … Short-term profits should be allied with an increase in the long-term value of a company.”
“We must shift the focus of companies back to the customer and away from shareholder value,” says Martin. “The shift necessitates a fundamental change in our prevailing theory of the firm… The current theory holds that the singular goal of the corporation should be shareholder value maximization. Instead, companies should place customers at the center of the firm and focus on delighting them, while earning an acceptable return for shareholders.”
If you take care of customers, writes Martin, shareholders will be drawn along for a very nice ride. The opposite is simply not true: if you try to take care of shareholders, customers don’t benefit and, ironically, shareholders don’t get very far either. In the real market, there is opportunity to build for the long run rather than to exploit short-term opportunities, so the real market has a chance to produce sustainability. The real market produces meaning and motivation for organizations. The organization can create bonds with customers, imagine great plans, and bring them to fruition.
One would think it is the company job is sell their product and lots of it to create shareholders value.
The only logical reason I could think of to form this committee is to help the management team decide who is best to sell the company to down the road.
Oh it's disruptive!
There was blood on the street as far as the stock price.
Many entities know about just how disruptive ANY can be.
It will soon be reflected in the stock price in the coming days, weeks and months.
The company was very tight lipped in the conference call and if I was any cloud player other than Microsoft, I would be very very concerned about ANY disruptiveness as it unfolds.
Google takes on Microsoft with its latest tool that lets users install Android apps on Windows
By Mehedi Hassan on April 2, 2015
Earlier today, Google released a new tool that allows users, especially developers install Android apps on Windows, Mac, Linux and ChromeOS. The tool, dubbed as App Runtime for Chrome is a Chrome app that you can install from here. The tool works pretty simply: you just chose an .APK and it’ll install the app as a Chrome app on your Windows laptop.
As you can see in the above screenshot, I was able to run Twitter for Android on my Windows 10 PC. However, as it looks like, running all the apps on Windows might be difficult for some users. For example, I tried to install Snapchat – and it installed, but when I tried to sign up, it said my device requires Google Play Services. The tool does allow users to install Play Services, but it’s quite difficult.
Google’s latest tool is a major threat to Microsoft and the Windows platform. The Google Play store has more than 1 million apps and allowing the latest tool from Google allows users to install it on their Windows computer, and Chromebooks. When Chrome OS first launched, the most disappointing fact about the OS was that it was only a web browser and users couldn’t install any software which is why the OS was struggling. However, if Google eventually makes this tool user-friendly and pre-install it on Chrome OS, users will be able to download a wide range of apps which will be a threat to Windows.
What do you think? Discuss in the comment section below.
michaël • 4 months ago
It may be a thread for ms but to be honest i think it only makes windows more powerful because why use android when your windows device can also run android apps and windows apps and o, windows desktop apps so you can run allot more apps on windows than on android/chrome os.
Ben A michaël • 4 months ago
Windows and Microsoft itself is a threat to Google. That's why Google is doing this. Windows 10 on mobile will soon with intel devices with docks will run windows apps, universal apps across the board unlike android and chrome OS. Which will make Windows more powerful to developers. Google is scared because Microsoft is going to announce something big through their dev kits, framework not just universal apps, also enable developers to develop one app for many OS universally, iOS/Android, which is truly cross platform with help of Cordova and Xaramin, but for tailored experience and scalable across devices, not one UI size fits all, which this is poorly presented above, on Google's ARC. Developers will have a hard time at Google, making their apps scale properly on Chrome OS. This means MS win because it brings some 3rd party apps and games that were not on Windows platform before, ported easily, but in a tailored experience into the platform. Making developers no excuse to ignore or dodge away from Windows 10 platform. Which is a bigger win for MS, than Google. Google is becoming threatened by Microsoft everytime, Microsoft makes a bigger move.
JayRay Ben A • 4 months ago
"Making developers no excuse to ignore or dodge away from Windows 10 platform" Unless market trends for Wintel PC's continue be flat at best or continue to decline. Developers have every excuse to stay away if those trend continue. ;(
Rikikrik JayRay • 4 months ago
You must be joking. Last quater profit figures from Google was broken down in ad sales on desktops and mobile devices. And Windows desktops has grown from 1 billion a decade ago to 1.77 billion due to growth in emerging markets etc. Sales declines of Windows PC does not mean that the userbase is declining. It only means that the world wide userbase is growing a slower, but growth non the less. But we also tend to forget the different form factors in which Windows comes nowadays. It's not only desktops but tablets, WP's and all kind of hybrid devices of which some are not regarded as desktops, and the Xbox. Windows 10 makes it all One Windows and the Windows userbase is only growing stronger.
JayRay Rikikrik • 4 months ago
All well and good but what has been the growth, or lack of, number the last 2 years. Moreover what has they been like the last five compare to other computer devices? And even more important what does the future trend appear to be?
jasonbxx JayRay • 4 months ago
You don't really know anything about Microsoft. Microsoft's growth has been in Microsoft Azure and Enterprise Applications such as Dynamics CRM. For your information this growth has been over 100% YOY since 2011. Unlike Google and Apple, Microsoft is not a one-trick pony!
JayRay jasonbxx • 4 months ago
The discussion is about Microsoft, please stay on point.
Yes I very happy to see the growth in Azure but understand that this area margins is no where near the historic margins made off of Windows and Office. It is this lost of highly profitable products being replaced by much less profitable products that is the reason for concern.
Ben A JayRay • 4 months ago
they may be not historic growth Azure for now, but in the future your view of that will be different. Lets say 5-10 years from now. This is "new" Microsoft shift is just the beginning.
CharlieK Ben A • 4 months ago
Yes it is beginning and that includes moving form legacy profit centers to new one, like Azure. The legacy contributed a much greater margin then what we will see with the new ones. The legacy products had little competition while the new ones are a very competitive market further pressuring margin movement downward. This is why sales can increase a great deal but the profits form those sales will not be as big as historical line items.
This transition is reason for concern as an investor. It looks as if MS will do well but there is a great deal of headwinds.
jasonbxx JayRay • 4 months ago
Again JayRay you don't know anything about Microsoft. I am staying on point because Microsoft Azure belongs to Microsoft. If we look at historic growth especially in the last decade as compared to now, Microsoft's overall growth has been getting better and better. Just look at the stockmarket and the company's overall valuation -- FYI it never shrank unlike Apple in 1997. In fact is has continued to grow and provide investors with dividends.
TechKnowledge Ben A • 4 months ago
It is always refreshing to you read about your thoughts and views concerning anything related to Microsoft. I'm not sure if you have the spare time, but it sounds to me like you need your own blog.
Ben A TechKnowledge • 4 months ago
Thank you, yes I am planning to make a blog. :) Thank you noticing my thoughts and views of Microsoft. I am a Microsoft evangelist!!!!
TechKnowledge Ben A • 4 months ago
Yeah, I don't comment much, and I have developed a habit of keeping my thoughts and views to myself (which probably isn't a good thing). However, I like to read the comment section just to get a glimpse on the perception of others.
Tony Anderson Wong Løng - ?? • 4 months ago
I agree. This is kind of win-win to be honest (for Google and Microsoft). Windows becomes even more useful ...and Android apps become even more useful. A 7" Windows tablet could potentially be running all Android apps now, think about that.
Somedays Green
Somedays Red
Somedays Red
Somedays Green
Stock price will stabilize when quarterly comes out.
TWEETS
http://new.tweettunnel.com/reverse2.php?textfield=Sphere3d
Peter Bookman @pbookman
@Tech_Data @Sphere3D Exciting step, again success is the product of everything else done right and this seems like a right one to me ;)
Retweeted by Sphere 3D
Details
18 : 13
7 Aug
Tech Data @Tech_Data
CNNMoney: @Sphere3D & @Tech_Data Expand Strategic Agreement to Offer Cloud and Hybrid Cloud Data Management Services: http://t.co/srNzzSKbPr
Retweeted by Sphere 3D
Details
18 : 12
8/7
2015
5 Aug
Sphere 3D @Sphere3D
Our G-Series line of appliances is available for the education market. Take a look and reach out to learn more. http://t.co/bzzW1i2tDS
Details
12 : 57
8/5
2015
3 Aug
Peter Bookman @pbookman
One of three webinars given with @sphere3d and a great partner on workload optimized hyperconverged solutions... http://t.co/KyFA9Odqcj
Retweeted by Sphere 3D
Details
18 : 28
3 Aug
Sphere 3D @Sphere3D
One of our partners posted a recent webinar we did together. Check it out! Thanks Bob! Hyperconvergence + VDI https://t.co/BGV1bzZOWS
Details
12 : 31
8/3
2015
30 Jul
Novarad Corporation @NovaradCorp
@pbookman @PaulWShumway @Sphere3D We of course couldn't agree more!
Retweeted by Sphere 3D
Details
14 : 25
30 Jul
Peter Bookman @pbookman
Heard today at @NovaradCorp "has the golden master ever lost a fight?" HAHA #VDI @PaulWShumway said that! @Sphere3D Great partnership!
Retweeted by Sphere 3D
Details
14 : 06
7/30
2015
28 Jul
Peter Bookman @pbookman
Full Stack Software vs No Stack Software - Legacy vs Cloud I say sacrifice nothing and do both! ;) @sphere3d... http://t.co/aERKQ3ZpDm
Retweeted by Sphere 3D
Details
13 : 24
7/28
2015
23 Jul
Peter Bookman @pbookman
@TheBoredChair Thanks for complimenting. I hoped it would be great stuff showcasing how amazing @Sphere3D @glassware is! Accomplished?
Retweeted by Sphere 3D
Details
12 : 37
23 Jul
Sphere 3D @Sphere3D
Glassware GX install done by Peter Bookman: http://t.co/ASuT6gQCbx via @YouTube
Details
11 : 53
23 Jul
Peter Bookman @pbookman
Since it leaked anyways.... Me setting up a Glassware appliance from @Sphere3D #simple https://t.co/8rfJEPtKOA Containerize #Windows #apps
Retweeted by Sphere 3D
Details
10 : 57
7/23
2015
16 Jul
Sphere 3D @Sphere3D
Please visit us at our booth at Microsoft WPC Conference booth MC18 in the Microsoft Cloud Platform Partners Pavilion http://t.co/Qhoba9EzTQ
Details
10 : 19
16 Jul
Peter Bookman @pbookman
Orlando!!! Thanks Microsoft #wpc15! Excited about @Sphere3D and #azure opportunities ahead http://t.co/Yxv2rLXWi2
Retweeted by Sphere 3D
Details
4 : 50
7/16
2015
15 Jul
Peter Bookman @pbookman
Last day keynote from the @Sphere3D booth MC18 at #wcp15 seems the opportune words are exciting times & cloud growth http://t.co/Hs5iqK0j7K
Retweeted by Sphere 3D
Details
11 : 43
15 Jul
Peter Bookman @pbookman
Last day keynote from the @Sphere3D booth MC18 at #wcp15 seems the opportune words are exciting times & cloud growth http://t.co/DaHlyxZ8X8
Retweeted by Sphere 3D
Details
11 : 43
15 Jul
Sphere 3D @Sphere3D
Please visit us at our booth at Microsoft WPC Conference booth MC18 in the Microsoft Cloud Platform Partners Pavilion http://t.co/Qhoba9EzTQ
Details
10 : 19
7/15
2015
14 Jul
Peter Bookman @pbookman
@paolorossi81 @EK_3D @purassan @microsoftitalia @Sphere3D great to meet Fabio. Looking forward to follow UPS for opportunities
Retweeted by Sphere 3D
Details
15 : 58
14 Jul
Peter Bookman @pbookman
In good company at Microsoft #wpc15. Check out @Sphere3D in the cloud platform partner pavilion MC18 http://t.co/JACDa0P9vz
Retweeted by Sphere 3D
Details
10 : 34
14 Jul
Sphere 3D @Sphere3D
Please visit us at our booth at Microsoft WPC Conference booth MC18 in the Microsoft Cloud Platform Partners Pavilion http://t.co/Qhoba9EzTQ
Details
10 : 19
14 Jul
Peter Bookman @pbookman
@sphere3d Excited to be at Microsoft #wpc15 come see me in the cloud partner pavilion MC18 Woot! http://t.co/mZb4uEdQu2
Retweeted by Sphere 3D
Details
9 : 36
7/14
2015
13 Jul
Sphere 3D @Sphere3D
Please visit us at our booth at Microsoft WPC Conference booth MC18 in the Microsoft Cloud Platform Partners Pavilion http://t.co/Qhoba9EzTQ
Details
9 : 34
7/13
2015
12 Jul
Sphere 3D @Sphere3D
Please visit us at our booth at Microsoft WPC Conference booth MC18 in the Microsoft Cloud Platform Partners Pavilion http://t.co/Qhoba9EzTQ
Details
11 : 19
7/12
2015
9 Jul
Peter Bookman @pbookman
@EddiePisters @brianmadden Absolutely agree! Workload optimized hyperconverge FTW!!! I have a blog coming on this topic ;) @Sphere3D
Retweeted by Sphere 3D
Details
10 : 59
7/9
2015
8 Jul
Sphere 3D @Sphere3D
@jkatcher74 Is that official or rumored? The business model seems obvious for all mobile devices, which Android dominates correct?
Details
20 : 52
7/8
2015
3 Jul
Sphere 3D @Sphere3D
Check out the investor presentation we delivered with @Microsoft at our NASDAQ event. #nextcloud #hybridcloud #azure http://t.co/pLtwKAw2gm
Details
8 : 35
7/3
2015
2 Jul
Sphere 3D @Sphere3D
Check out the investor presentation we delivered with @Microsoft at our NASDAQ event. #nextcloud #hybridcloud #azure http://t.co/pLtwKAw2gm
Details
8 : 35
7/2
2015
1 Jul
SearchVirtualStorage @VirtStorageTT
A Q&A w/ @Sphere3D CEO @EK_3D http://t.co/lMMSpBZRL5
Retweeted by Sphere 3D
Details
13 : 16
1 Jul
Peter Bookman @pbookman
@Sphere3D @BButlerNWW Great potential partners for our Windows Application containerization tech on that list! @struftepete @rspruijt
Retweeted by Sphere 3D
Details
13 : 16
1 Jul
Sphere 3D @Sphere3D
Check out the investor presentation we delivered with @Microsoft at our NASDAQ event. #nextcloud #hybridcloud #azure http://t.co/pLtwKAw2gm
Details
8 : 35
7/1
2015
30 Jun
Sphere 3D @Sphere3D
Check out the investor presentation we delivered with @Microsoft at our NASDAQ event. #nextcloud #hybridcloud #azure http://t.co/pLtwKAw2gm
Details
8 : 35
6/30
2015
29 Jun
Peter Bookman @pbookman
Check out the presentation from the @sphere3d NASDAQ event! Great stuff on #nextcloud 10x > efficient comparables :) http://t.co/jkW2NnTvIh
Retweeted by Sphere 3D
Details
10 : 37
29 Jun
Sphere 3D @Sphere3D
Check out the investor presentation we delivered with @Microsoft at our NASDAQ event. #nextcloud #hybridcloud #azure http://t.co/pLtwKAw2gm
Details
8 : 35
6/29
2015
26 Jun
Peter Bookman @pbookman
@ScottShaffer @satyanadella @Sphere3D 10x improvement in efficiencies = disruptive models and economics for delivery of hybrid clouds :)
Retweeted by Sphere 3D
Details
18 : 37
6/26
2015
24 Jun
Peter Bookman @pbookman
Powerful solution indeed!!! https://t.co/f6lOW4Msfk
Retweeted by Sphere 3D
Details
18 : 58
24 Jun
Peter Bookman @pbookman
Have you checked out SnapCloud yet? The first Hybrid NAS from @sphere3d ? Check out what TechTarget says about it. http://t.co/Dn0FlKw60k
Retweeted by Sphere 3D
Details
18 : 54
24 Jun
ScottShaffer @ScottShaffer
@Sphere3D launches SnapCloud cloud NAS in @Azure $ANY http://t.co/j5DuNDxXZw
Retweeted by Sphere 3D
Details
17 : 10
24 Jun
SearchCloudStorage @CloudStorageTT
.@Sphere3D launches #SnapCloud to connect NAS to Microsoft Azure http://t.co/oYVra0FUbT
Retweeted by Sphere 3D
Details
17 : 09
6/24
2015
22 Jun
Peter Bookman @pbookman
Proud to be working with @NovaradCorp on this. I love @sphere3d helping to go beyond! :) http://t.co/8WWxZUn4QB
Retweeted by Sphere 3D
Details
11 : 11
6/22
2015
17 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
17 Jun
Peter Bookman @pbookman
@EK_3D Signs his name to open the NASDAQ with @Sphere3D this morning! Awesome experience! Yes we are excited! https://t.co/ulkGMGidTl
Retweeted by Sphere 3D
Details
0 : 52
17 Jun
Peter Bookman @pbookman
Great job @EK_3D with the opening message for the NASDAQ opening bell ceremony with @Sphere3D Rousing 30 seconds :) https://t.co/BP30qUC20v
Retweeted by Sphere 3D
Details
0 : 48
17 Jun
rileybear @scottsrileybear
Congrats @Sphere 3D, great partnership, looking forward to the NextCloud $ANY #Azure http://t.co/SkX5HaM2Hq
Retweeted by Sphere 3D
Details
0 : 39
6/17
2015
16 Jun
Peter Bookman @pbookman
@Rorymon @SBTENNISNATION @EK_3D @Sphere3D Thanks Rory! That Azure based demo was announced to be available in July if I understood correctly
Retweeted by Sphere 3D
Details
20 : 50
16 Jun
DD @getalifebehappy
@Sphere3D @EK_3D @michael_keen @pbookman CONGRATZ !!! http://t.co/6Kxg2UoVtm
Retweeted by Sphere 3D
Details
16 : 46
16 Jun
Steve @SBTENNISNATION
@Sphere3D @EK_3D @pbookman Congratulations to the Sphere3D team! Awesome moment http://t.co/WGEX0amJkE
Retweeted by Sphere 3D
Details
16 : 46
16 Jun
Peter Bookman @pbookman
Running late... I do have notes and pics from this great @nasdaq @Sphere3D experience, which I will figure out the best way to share asap ;)
Retweeted by Sphere 3D
Details
16 : 44
16 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
16 Jun
Rob Phillips @nasdaqphillips
.@Sphere3D CEO Eric Kelly speaks with @KelseyHubbard @NASDAQ #MarketSite @EK_3D $ANY #igniteyourambition http://t.co/hRFLYZ4DIN
Retweeted by Sphere 3D
Details
8 : 26
6/16
2015
15 Jun
Peter Bookman @pbookman
Getting set up for tonight @Sphere3D great portfolio of product families :) http://t.co/t64PxG0aRR
Retweeted by Sphere 3D
Details
12 : 52
15 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/15
2015
14 Jun
TheBoredChair @TheBoredChair
@pbookman @dougheuringaria @Sphere3D Also in @SimonBramfitt article, my apologies :) Great piece, deserves re-read. http://t.co/83sLRid2YJ
Retweeted by Sphere 3D
Details
12 : 07
14 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/14
2015
13 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/13
2015
12 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/12
2015
11 Jun
Peter Bookman @pbookman
@dougheuringaria @Sphere3D Great addressable market ;)
Retweeted by Sphere 3D
Details
13 : 39
11 Jun
Peter Bookman @pbookman
Please do not use the #6tech hashtag except for edu conference purposes. Let's keep it focused on learning! Thanks @Sphere3D friends.
Retweeted by Sphere 3D
Details
11 : 57
11 Jun
Peter Bookman @pbookman
@Dhardin34 sharing how simple Windows App Containerization is using #Glassware at #6tech @Sphere3D changes everything http://t.co/yLwHm5gSHz
Retweeted by Sphere 3D
Details
11 : 43
11 Jun
Peter Bookman @pbookman
@Dhardin34 presenting at #6tech. How many users does that slide say? :) @Sphere3D Standing room only for Dustin! http://t.co/I1BR7SOcX4
Retweeted by Sphere 3D
Details
11 : 43
11 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/11
2015
10 Jun
Sphere 3D @Sphere3D
Our video we jointly did with Microsoft sharing NextCloud with Glassware and SnapCloud on Azure. Check it... http://t.co/puWc07oqEx
Details
13 : 10
10 Jun
Peter Bookman @pbookman
@fredericklin @Sphere3D Game changing way to deliver applications from the cloud for sure! Big hole in technology for Windows app Containers
Retweeted by Sphere 3D
Details
12 : 03
10 Jun
Frederick Lin @fredericklin
Rewriting a monolithic legacy app is time consuming. Why productivity containers like @Sphere3D Glassware are needed. http://t.co/aJZNji7sQw
Retweeted by Sphere 3D
Details
12 : 01
10 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/10
2015
9 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/9
2015
8 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/8
2015
7 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/7
2015
6 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/6
2015
5 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/5
2015
4 Jun
Peter Bookman @pbookman
@struftepete @NovaradCorp @Sphere3D especially when scale is involved as announced in the release ;)
Retweeted by Sphere 3D
Details
13 : 18
4 Jun
Peter Bookman @pbookman
@struftepete @NovaradCorp @Sphere3D When things done right, planning = most important step. :)
Retweeted by Sphere 3D
Details
13 : 17
4 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/4
2015
3 Jun
Peter Bookman @pbookman
Great to present at #VMwarePartnerDay and show off our workload optimized Hyperconverged solutions! Great stuff! https://t.co/h3XjM9FDcg
Retweeted by Sphere 3D
Details
18 : 10
3 Jun
VMware_Fr @VMware_Fr
Côté stockage, nous remercions nos partenaires @NimbleStorage @PureStorageFR et @Sphere3D présents sur le #VMwarePartnerDay aujourd'hui !
Retweeted by Sphere 3D
Details
18 : 07
3 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/3
2015
2 Jun
Novarad Corporation @NovaradCorp
@pbookman @Sphere3D Indeed, thanks for the shout-out! :)
Retweeted by Sphere 3D
Details
16 : 34
2 Jun
Novarad Corporation @NovaradCorp
Maybe you've heard about #VDI, but for more explanation of it in a healthcare workspace, ask about NovaGlass at booth 405. #SIIM15 @Sphere3D
Retweeted by Sphere 3D
Details
16 : 31
2 Jun
Peter Bookman @pbookman
What an exciting partnership this is! @Sphere3D is proud to be partners in delivering these unique offerings. https://t.co/noVntd93U0
Retweeted by Sphere 3D
Details
16 : 31
2 Jun
Novarad Corporation @NovaradCorp
Come check out the #VDI we'll be distributing to 400 healthcare facilities with @Sphere3D! #SIIM15
Retweeted by Sphere 3D
Details
16 : 29
2 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/2
2015
1 Jun
Peter Bookman @pbookman
@RLBready @Sphere3D This will be a great webinar for sure! Glad to be participating with you. Thanks for sharing.
Retweeted by Sphere 3D
Details
12 : 41
1 Jun
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
6/1
2015
31 May
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
5/31
2015
30 May
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
10 : 45
5/30
2015
29 May
Peter Bookman @pbookman
@HITleadersnews @NovaradCorp What an exciting offering for healthcare workflow utilizing virtualization, and industry expertise! @Sphere3D
Retweeted by Sphere 3D
Details
16 : 59
29 May
HIT Leaders and News @HITleadersnews
Want to learn about #VDI in a #healthcare workspace, ask about NovaGlass at booth 405. #SIIM15 @Sphere3D
Retweeted by Sphere 3D
Details
16 : 56
29 May
Sphere 3D @Sphere3D
Come to the Toronto Microsoft Technology Center event. We will share "Next Cloud". Glassware + SnapCloud from Azure http://t.co/EmYvxiTUQq
Details
8 : 03
5/29
2015
28 May
Peter Bookman @pbookman
4 of 4 pics of the MTC event in NYC with Nilesh showing off #NextCloud with SNAP and Glassware on Microsoft Azure http://t.co/evtL9t42j3
Retweeted by Sphere 3D
Details
12 : 11
28 May
Peter Bookman @pbookman
3 of 4 pics from the MTC event yesterday at NYC with Nilesh showing off #NextCloud with SNAP and Glassware on Azure http://t.co/xU59ZkwXeB
Retweeted by Sphere 3D
Details
12 : 11
28 May
Peter Bookman @pbookman
2 of 4 pics from the MTC event in NYC yesterday with Nilesh showing off #NextCloud with SNAP and Glassware on Azure http://t.co/kWdgCAivQ2
Retweeted by Sphere 3D
Details
12 : 11
28 May
Peter Bookman @pbookman
1 of 4 pics taken at the MTC event yesterday of Nilesh sharing the #NextCloud stuff with SNAP and Glassware on Azure http://t.co/DA58aB97Uq
Retweeted by Sphere 3D
Details
12 : 07
28 May
Peter Bookman @pbookman
@struftepete @umiak1 @Sphere3D Peter Tassiopoulos shared (which I wrote a blog about) hybrid cloud is a business model not tech, until now!
Retweeted by Sphere 3D
Details
11 : 49
28 May
Peter Bookman @pbookman
@umiak1 @new @Sphere3D Success is the product of everything done right! We are doing the right things! ;)
Retweeted by Sphere 3D
Details
10 : 11
5/28
2015
27 May
Peter Bookman @pbookman
@umiak1 @new @Sphere3D I have some pics from today's event and there were some new jewels in this one to be sure. :)
Retweeted by Sphere 3D
Details
17 : 25
27 May
Peter Bookman @pbookman
Great article about containers. Software was written for OS+ hardware. Containers for Windows Apps FTW! @Sphere3d https://t.co/UGYML3oN2C
Retweeted by Sphere 3D
Details
17 : 23
5/27
2015
26 May
Sphere 3D @Sphere3D
Check out our storage and Windows container products with Microsoft Azure @New York Microsoft Technology Center http://t.co/n1uO8biDbR
Details
13 : 17
5/26
2015
25 May
Sphere 3D @Sphere3D
Check out our storage and Windows container products with Microsoft Azure @New York Microsoft Technology Center http://t.co/n1uO8biDbR
Details
13 : 17
5/25
2015
24 May
Sphere 3D @Sphere3D
Check out our storage and Windows container products with Microsoft Azure @New York Microsoft Technology Center http://t.co/n1uO8biDbR
Details
13 : 17
5/24
2015
23 May
Sphere 3D @Sphere3D
Check out our storage and Windows container products with Microsoft Azure @New York Microsoft Technology Center http://t.co/n1uO8biDbR
Details
13 : 17
5/23
2015
22 May
Sphere 3D @Sphere3D
Check out our storage and Windows container products with Microsoft Azure @New York Microsoft Technology Center http://t.co/n1uO8biDbR
Details
13 : 17
5/22
2015
21 May
Sphere 3D @Sphere3D
Check out our storage and Windows container products with Microsoft Azure @New York Microsoft Technology Center http://t.co/n1uO8biDbR
Details
13 : 17
5/21
2015
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S
TECH DATA CORPORATION
Tech Data is one of the world’s largest wholesale distributors of technology products. We serve as an indispensable link in the technology supply chain by bringing products from the world’s leading technology vendors to market, as well as providing our customers with advanced logistics capabilities and value-added services. Our customers include value-added resellers, direct marketers, retailers and corporate resellers who support the diverse technology needs of end users. We manage our business in two geographic segments: the Americas and Europe.
Our financial objectives are to grow sales at or above the overall IT market growth rate by gaining share in select product areas, grow earnings in local currency, generate positive cash flow, and earn a return on invested capital above our weighted average cost of capital. To achieve this, we are focused on a strategy of execution, diversification and innovation that we believe differentiates our business in the marketplace.
The fundamental element of our strategy is execution. Our execution strategy is supported by our highly efficient infrastructure, combined with our multiple service offerings, to generate demand, develop markets and provide supply chain services for our vendors and customers. The technology distribution industry in which we operate is characterized by narrow gross profit as a percentage of sales (“gross margin”) and narrow income from operations as a percentage of sales (“operating margin”). Historically, our gross and operating margins have been impacted by intense price competition and declining average selling prices per unit, as well as changes in terms and conditions with our vendors, including those terms related to rebates, price protection, product returns and other incentives. We expect these conditions to continue in the foreseeable future and, therefore, we will continue to proactively evaluate our pricing policies and inventory management practices in response to potential changes in our vendor terms and conditions and the general market environment. More than 95% of the Company's net sales are on one common IT platform, which we believe will give Tech Data significant competitive advantages in providing greater supply chain opportunities by expanding our value-added services to our customers, on-boarding new vendors and products faster and improving our ability to rapidly respond to changes in the market.
In addition to execution, our strategy includes ongoing diversification and realignment of our customer, product and services portfolios to better balance our overall performance and improve long-term profitability throughout our operations. Our broadline distribution business, characterized as high volume, more commoditized offerings, and comprised primarily of personal computer systems, tablets, peripherals, supplies and other similar products, remains a core part of our business and represents a significant percentage of our revenue, albeit not a majority. However, as technology advances, we have continued to evolve our business model, product mix, and value-added offerings in order to provide our vendors with the most efficient distribution channel for their products, and our customers with a broad array of innovative solutions to sell.
Another strategic area of investment is our integrated supply chain services designed to provide innovative third party logistics and other offerings to our business partners. We have seen these offerings grow within our European mobility and broadline businesses in both geographies. Our evolving mix of products, services, customers and geographies is important in achieving our strategic financial goals. As we execute our diversification strategy we continuously monitor the extension of credit and other terms and conditions offered to our customers to prudently balance risk, profitability and return on invested capital.
Tech Data Corporation (Tech Data) is a distributor of technology products. The Company serves approximately 125,000 value-added resellers (VARs), direct marketers, retailers and corporate resellers in more than 100 countries throughout North America, Latin America and Europe.
Two Cloud Companies That Buffet May Buy
http://www.sweetplatform.com/ibm/two-cloud-companies-that-buffet-may-buy
For decades, Warren Buffet and his company, Berkshire Hathaway (BRK-A), bought almost everything but technology. It's common knowledge that Buffet has a personal "fear" of technology. More specifically, he fears that which he cannot totally understand, and he certainly lacks a deep understanding of most technologies' internal details and how most technology companies can have sustainable long-term profitability and a competitive edge.
However, what most investors may not know or simply overlook is that Buffet actually bought large amounts of a technology company's stock over the past several years. At the end of 2015's first quarter, Berkshire held close to 80 million shares of IBM (NYSE:IBM), for a stake worth nearly $13 billion - Mama Mia! Finally, the "Oracle of Omaha" stepped out of his old comfort zone and into the world of technology. During an interview, Buffet told a Benzinga columnist, "my guess is that Wells Fargo - IBM is their biggest supplier now - my guess is that IBM will be their biggest supplier five or 10 years from now". In fact, Buffet was very bullish about IBM's future in cloud computing: "I feel pretty good about IBM's future - probably more so in what they call the hybrid cloud than the cloud that you generally read about," Buffet said, concluding that, "It's not a 'winner-take-all' game. I mean - search, you might say, it comes very close to a winner takes all game. Cloud computing is not a winner-take-all game."
Now, should Buffet and Berkshire Hathaway stop their cloud computing venture at IBM? I don't think so. There are some cloud-computing companies that have the same technologies or even better ones than IBM and much higher growth potential as well. Buffet's most legendary investment wins include his betting in young companies that had truly transformational products and/or services that changed the world. His investments in young Coca-Cola and Wells Fargo are two examples thereof. While IBM may be a good company and can provide stable returns for investors over the next several years or decades, it is difficult to imagine that Buffet can earn more than 20% compound annual return from IBM stock, considering the company's already gigantic market capital.
So what other cloud companies could be called "IBMs-in-the-making" and give Buffet multi-fold returns over the next several years while adding scores to his investment legend before he says goodbye to the world? To answer this, we must keep one item in mind: in order to appeal to Buffet, the targets must have very simple key products/technologies with a straightforward and unambiguous value proposition that even an "old man" like Buffet him can appreciate. Two cloud-computing companies that possess both huge growth potential and simple yet extremely valuable cloud-computing products are Sphere 3D Corporation (OTC:ANY) and Qualys, Inc. (NASDAQ:QLYS).
Target 1 - Sphere 3D: Over the past 10 years, if there has been any cloud-computing technology that can be categorized as "truly transformational" and have the potential to reshape the market landscape, it is Sphere 3D's famous "Microvisor" technology. Microvisors use small software stacks and runs much faster than traditional hypervisors. Using the Sphere 3D Glassware platform, which runs microvisors, a developer/IT admin can easily add legacy applications, such as Word, Access, SQL Server, Photoshop, and AutoCAD, to a hybrid cloud system in a drag-and-drop fashion. While the inner workings of Sphere 3D's patented cloud computing technologies are very complicated, what this technology can do for people is extremely simple. It lets anybody use any application they desire on any device running any operating system, regardless of what operating system the application is originally written for! This complete freedom of choosing and using applications is absolutely enough to make companies and end-users crave Sphere 3D's service and continue paying for it every month!
John Morelli's (one of the company's founders) demonstration at the 2014 VMWorld conference, an article written by Steve Anderson, and interviews conducted by Brian Madden aptly explain the capabilities and significance of Sphere 3D's product. In addition, cloud-computing analyst, Simon Bramfitt, gave the company's technologies and products extremely high marks in an article published on Virtualization Practice's website last summer.
Warren Buffet also likes seeking verifications from investment "buddies," and Sphere 3D has been verified by an array of household-name tech giants. Buffet must look no further than his long-time friend, Bill Gates, for verification of Sphere 3D's technological value and growth potential. In March 2015, Microsoft announced a partnership with Sphere 3D to deliver Windows applications to any device running on any operating system. Recognizing the importance of Sphere 3D's technologies, Google, VMware, Dell, Ericsson, Ingram Micro, Atos, Adams, Novarad, UniPrint, Chesterfield County Schools, and the Texas School District have all signed contractual deals or collaboration agreements with Sphere 3D. Competition for attaining Sphere 3D's technologies and products is apparently very fierce. These large companies know that whoever ends up taking the biggest slice of the Sphere 3D pie may become the cloud-computing leader over the next decade.
Regarding diversification, Sphere 3D is particularly suitable for Berkshire Hathaway because Buffet does not have similar technologies or products in his portfolio. If would be great if Buffet teamed up with Gates to win the Sphere 3D bidding war, thus adding a legendary investment story to their lives. If Buffet wants this young company and its technologies, he may have to act quickly. Sphere 3D's stock has gained more than 70% since its low of 3.14 on April 30, but as of last Friday (July 24), its market capital was still only $200 million, so making an investment in a significant amount of its stock is a relatively small and manageable endeavor for Buffet. If a big tech company suddenly decided to initiate a bidding war over Sphere 3D's stock, the stock may jump much higher very quickly, making cost the stock investment cost much higher for Buffet.
Target 2 - Qualys, Inc.: Similar to Sphere 3D, Qualys offers easy-to-manage and use cloud-computing services for dummies. Also similar to Sphere 3D, Qualys focuses on one core technology that solves one of the most important tasks of corporate computing - security. The Qualys Cloud Platform consists of an IT security and compliance solutions suite that leverages shared and extensible core services and a highly-scalable, multi-tenant cloud infrastructure. The number of hackers and ways they can invade an enterprise's network increases exponentially every year, making network security and attack defense equally complex and difficult for IT professionals. As a result, most firewall and antivirus systems/applications have become extremely cumbersome and expensive, requiring a huge amount of labor time to be managed.
Qualys' cloud-based solutions significantly alleviate companies' pain in managing their network and computer security by simply replacing a lot of human workers with online software "agents" in the security-management process. Qualys' unique patented "Internet Scanners" provide fast and efficient external scanning. Qualys hosts a collection of Internet Scanners optimized to scan publicly-facing devices, globally, via the Internet. In this manner, Qualys scans and processes security audits in parallel for optimum speed of operations. Qualys' security agents automatically and stealthily scan a company's internal networks to identify and fix security problems, which is very similar to how Google's famous search agents (called "spiders") automatically and stealthily scan companies' web pages to record content information.
Compared to traditional enterprise security applications, Qualys' cloud-based security-management service offers several important and strong advantages;
1. No Hardware to Buy or Maintain: There is nothing to install or manage. Support for operating and maintaining the solution falls squarely on Qualys, not the clients.
2. Global Deployment: The security agents can easily perform scans on geographically-distributed and segmented networks, both at the perimeter and behind the firewall.
3. Lower and Predictable TCO: Cloud computing offers significant economic advantages with no capital expenditures, extra human resources or infrastructure, or software to deploy and manage.
4. Comprehensive, Always Up-to-Date: Because Qualys is centrally managed, vulnerability and software updates are made in real-time. A CIO will never worry that the security applications or antivirus definitions used to safeguard the company's network are outdated.
5. Highly Scalable: Qualys service can seamlessly add new coverage, users, and services as a client needs.
6. Data Security: Qualys provides secure storage and processing of vulnerability data on an n-tiered architecture of load-balanced application servers. Highly available and continuously-monitored safe datacenters host physically and logically secure databases with encrypted data storage.
Like Sphere 3D, Qualys has gained numerous IT gurus' verifications and praises. In a BetaNews article, Ian Barker said the following: "A new Cloud Agent Platform (NYSE:CAP) from cloud security specialist, Qualys, provides organizations with a flexible solution to assess the security and compliance of their IT assets in real time, whether they're on-site, cloud-based or mobile endpoints". Barker further explained that "Qualys CAP provides a lightweight agent that can be installed on any host such as a laptop, desktop, server or virtual machine. Qualys Cloud Agents then extract and consolidate vulnerability and compliance data and update it continuously within the Qualys Cloud Platform for further analysis and correlation. This allows it to offer a continuous view of the security compliance status of a network".
Network security (called cyber security by some) is a huge market that rapidly expands each year. According to a report published by CyberSecurity Ventures, the network security market reached about $77 billion in 2015 and is expected to grow to $155+ billion by 2019. More importantly, the next-generation cloud-based network security may be a $20 billion market in three years. If Google's dominance of online searches serves as an example, Qualys may become the sole leader in the cloud-based security-management business and take the majority share of the entire network security pie. This means that Qualys' annual revenue run rate can grow several tens of times within 3 to 4 years from its current level of $133 million! As of last Friday (July 24, 2015), Qualys' market capital was still only $1.3 billion, making an investment in a significant amount of its stock a relatively small and manageable endeavor for Warren Buffet.
Thus, this investment is a good opportunity and maybe the last opportunity for Buffet to make a homerun technology investment in his life. The two fast-rising and promising cloud-computing companies mentioned in this article offer very simple value propositions that even a tech novice like Buffet can understand, alongside exceptionally powerful technologies and products that may change the world within years and give today's investors multi-fold returns on investment. For investors who love high-tech companies and Buffet's investment approach, Sphere 3D and Qualys are two great investment targets to consider right now.
Somedays Green
Somedays Red
Somedays Red
Somedays Green
Stock price will stabilize when quarterly comes out.
Historical Prices
Date Open High Low Close Volume Adj Close
2015/08/04 4.84 4.84 4.58 4.6598 275,318 4.6598
2015/08/03 4.95 4.96 4.45 4.86 378,074 4.86
2015/07/31 5.08 5.10 4.74 4.9401 247,961 4.9401
2015/07/30 5.22 5.25 4.60 5.0600 597,016 5.0600
2015/07/29 5.29 5.30 5.03 5.2341 375,345 5.2341
2015/07/28 5.45 5.45 5.22 5.3340 145,448 5.3340
2015/07/27 5.40 5.46 5.20 5.42 229,266 5.42
2015/07/24 5.45 5.50 5.2700 5.46 130,983 5.46
2015/07/23 5.59 5.6234 5.2700 5.53 145,454 5.53
2015/07/22 5.30 5.62 5.25 5.5201 276,938 5.5201
2015/07/21 5.20 5.40 5.00 5.34 219,270 5.34
2015/07/20 5.40 5.44 5.04 5.1879 244,085 5.1879
2015/07/17 5.33 5.39 5.07 5.34 300,994 5.34
2015/07/16 5.58 5.58 5.25 5.41 247,214 5.41
2015/07/15 5.72 5.7299 5.50 5.58 239,930 5.58
2015/07/14 5.51 5.73 5.50 5.66 334,809 5.66
2015/07/13 5.55 5.64 5.40 5.46 219,403 5.46
2015/07/10 5.30 5.64 5.2700 5.51 421,995 5.51
2015/07/09 5.48 5.49 5.17 5.26 177,713 5.26
2015/07/08 5.58 5.58 5.11 5.37 386,610 5.37
2015/07/07 5.26 5.73 5.0600 5.49 562,280 5.49
2015/07/06 5.08 5.45 4.95 5.29 388,072 5.29
2015/07/02 4.96 5.0672 4.91 5.04 164,288 5.04
2015/07/01 5.13 5.13 4.87 5.03 139,770 5.03
2015/06/30 5.0200 5.25 4.7492 5.0600 497,441 5.0600
2015/06/29 4.66 5.14 4.66 5.00 386,102 5.00
2015/06/26 4.8100 4.93 4.65 4.74 394,295 4.74
2015/06/25 4.90 4.9896 4.73 4.8100 261,036 4.8100
2015/06/24 5.18 5.18 4.8100 4.87 343,363 4.87
2015/06/23 5.10 5.29 4.8100 5.07 336,878 5.07
2015/06/22 5.00 5.46 5.00 5.07 725,787 5.07
2015/06/19 4.50 5.22 4.41 4.93 872,198 4.93
2015/06/18 4.36 4.50 4.30 4.48 167,679 4.48
2015/06/17 4.24 4.38 4.11 4.34 156,759 4.34
2015/06/16 4.32 4.32 4.15 4.25 166,437 4.25
2015/06/15 4.39 4.39 4.23 4.2683 137,797 4.2683
2015/06/12 4.40 4.45 4.25 4.44 123,248 4.44
2015/06/11 4.53 4.55 4.2201 4.46 163,843 4.46
2015/06/10 4.33 4.59 4.30 4.4944 343,426 4.4944
2015/06/09 4.26 4.48 4.16 4.33 207,455 4.33
2015/06/08 4.10 4.42 4.07 4.29 226,398 4.29
2015/06/05 3.98 4.10 3.85 4.10 106,060 4.10
2015/06/04 4.00 4.10 3.90 4.0099 143,402 4.0099
2015/06/03 3.94 4.08 3.74 4.05 269,817 4.05
2015/06/02 3.60 3.93 3.60 3.79 180,118 3.79
2015/06/01 3.7101 3.7596 3.6367 3.69 140,592 3.69
2015/05/29 3.93 3.93 3.60 3.79 258,073 3.79
2015/05/28 4.00 4.00 3.76 3.92 170,651 3.92
2015/05/27 4.19 4.19 3.95 4.01 182,229 4.01
2015/05/26 4.18 4.1999 3.91 4.1781 252,082 4.1781
2015/05/22 4.18 4.24 4.01 4.18 199,315 4.18
2015/05/21 4.25 4.35 4.07 4.1699 333,274 4.1699
2015/05/20 4.20 4.59 3.88 4.05 979,472 4.05
2015/05/19 4.26 4.3895 4.05 4.20 350,700 4.20
2015/05/18 4.07 4.45 3.90 4.2199 668,618 4.2199
2015/05/15 3.55 3.87 3.51 3.8391 307,638 3.8391
2015/05/14 3.31 3.60 3.31 3.51 598,593 3.51
2015/05/13 3.63 4.12 3.50 3.72 2,276,186 3.72
2015/05/12 3.58 3.87 3.43 3.60 740,449 3.60
2015/05/11 3.60 3.70 3.41 3.56 330,358 3.56
2015/05/08 3.65 3.65 3.50 3.54 174,459 3.54
2015/05/07 3.60 3.66 3.40 3.57 159,607 3.57
2015/05/06 3.31 3.6599 3.31 3.55 251,713 3.55
2015/05/05 3.40 3.43 3.25 3.39 166,987 3.39
2015/05/04 3.33 3.41 3.20 3.37 251,415 3.37
2015/05/01 3.17 3.45 3.11 3.36 632,949 3.36
Sphere 3D Corp. (NASDAQ:ANY) has lost 9.51% during the past week and dropped 2.56% in the last 4 weeks. The shares are however, negative as compared to the S&P 500 for the past week with a loss of 10.55%. Sphere 3D Corp. (NASDAQ:ANY) has underperformed the index by 3.81% in the last 4 weeks. Investors should watch out for further signals and trade with caution. Sphere 3D Corp. is up 49.1% in the last 3-month period. Year-to-Date the stock performance stands at -5.71%.
http://www.otcoutlook.com/company-shares-of-sphere-3d-corp-drops-by-9-51/654650/
The company shares have dropped 33.65% in the past 52 Weeks. On November 13, 2014 The shares registered one year high of $9.54 and one year low was seen on April 16, 2015 at $2.98. The 50-day moving average is $5.11 and the 200 day moving average is recorded at $4.45. S&P 500 has rallied 8.5% during the last 52-weeks. The company has received recommendation from many analysts. 2 analysts have suggested buy for the company.
Shares of Sphere 3D Corp. (NASDAQ:ANY) ended Friday session in red amid volatile trading. The shares closed down 0.08 points or 1.59% at $4.95 with 249,251 shares getting traded. Post opening the session at $5.08, the shares hit an intraday low of $4.74 and an intraday high of $5.1 and the price vacillated in this range throughout the day. The company has a market cap of $131 million and the number of outstanding shares have been calculated to be 26,377,000 shares. The 52-week high of Sphere 3D Corp. (NASDAQ:ANY) is $9.54 and the 52-week low is $2.98.
Institutional Investors own 27.6% of Company shares. During last 3 month period, 0.06% of total institutional ownership has changed in the company shares.
Sphere 3D Corp. (ANY:NASDAQ): The mean estimate for the short term price target for Sphere 3D Corp. (ANY:NASDAQ) stands at $8.5 according to 2 Analysts. The higher price target estimate for the stock has been calculated at $9 while the lower price target estimate is at $8.
http://newswatchinternational.com/news/sphere-3d-corp-anynasdaq-analyst-price-target-update.html
Research firm Zacks has rated Sphere 3D Corp (NASDAQ:ANY) and has ranked it at 3, indicating that for the short term the shares are a hold. 2 Wall Street analysts have given the company an average rating of 1.5. Strong buy was given by 1 Wall Street Analysts. The shares had a buy rating from 1 analysts.
Company has received recommendation from many analysts. Roth Capital initiates coverage on Sphere 3D Corp. (ANY:NASDAQ).The analysts at the brokerage house have a current rating of Buy on the shares. In a recent information released to the investors, Roth Capital announces the price target of $8 per share. The rating by the firm was issued on June 24, 2015.
Sphere 3D Corp. (ANY:NASDAQ) witnessed a decline in the market cap on Monday as its shares dropped 1.82% or 0.09 points. After the session commenced at $4.96, the stock reached the higher end at $4.96 while it hit a low of $4.45. With the volume soaring to 378,840 shares, the last trade was called at $4.86. The company has a 52-week high of $9.54. The company has a market cap of $128 million and there are 26,377,000 shares in outstanding. The 52-week low of the share price is $2.98.
The company shares have dropped 33.65% in the past 52 Weeks. On November 13, 2014 The shares registered one year high of $9.54 and one year low was seen on April 16, 2015 at $2.98. The 50-day moving average is $5.11 and the 200 day moving average is recorded at $4.45. S&P 500 has rallied 9.26% during the last 52-weeks.
Sphere 3D should get a payment (one time, per use, recurring) depending on how our technology is being used. We will never see the actual agreement. We will only see what shows up as revenue in the Quarterly reports.
You don't know if they are growing revenue.
You are just guessing based on their past performance.
Until ANY release their quarter numbers we won't know unless someone has insider information.
ANY has been working closely with Microsoft for several months.
Will this relationship prove profitable for ANY?
No need to answer. You don't know.
Won't know until the company release quarterly numbers.
Is there any evidence that he didn't?
The only evidence was reported via the Canadian agency that a transaction had taken place.
When I first heard about Sphere 3D a few months back. I reached out to a former Wall Street insider.
He said to expect a split and a buyout.
I reached out to him a over the weekend and he continues to say the same.
I know people here have been talking about a possible buyout.
Has anyone here heard any chatter about a split?