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So basically a $6.3 million cost for a line of business that generated $14.5 million over the last 12 months. Why so cheap? What's the catch?
+!. I've been trading to accumulate free shares for my core positions. Now satisfied with my position and letting it ride up. Doing this has been the best decision I've made since I now have more shares that I can dream of vs if I had just bought and held. All thanks to the shorts!
Clinton Group's open letter is like writing an email to management on how you should run the company without knowing all the details and CCing all employees and clients.
I had a good chuckle too when I saw that hah
I'm certain Glassware doesn't run Power BI. Perhaps it could be a service connector provided by the container to stream big data?
Also, Power BI is not completely new.
Nice fine! Looks like a final push to be ready for WPC
Sly, I'm glad you brought this up. Here's my take on it...
IMO: Docker does not compete with Glassware
I've said this many times. PT has mentioned this (Container by any other name smells just as sweet). Here's an independent article that was just published yesterday that discusses about the many different types of containers:
http://t.co/n7Ke9Ujp7z
Of note, and I agree with this, is that Docker is changing to become more like a container management/container ecosystem. This was hinted at during the Build conference and officially announced at Dockercon. One key piece that Docker announced during Dockercon is it is spinning out its container runtime - RunC.
https://blog.docker.com/2015/06/runc/
It is abstracting out what defines a container. This is important because it does two things:
* It creates an open standard (http://www.opencontainers.org). FYI: Microsoft is one of the largest contributors to this standard.
* It de-couples the infrastructure plumbing or the Linux stuff
* Users of containers do not have to worry about vendor lock-in
What this means is that even if you create a container, it's infrastructure plumbing can be linked to use any number of container technologies as a solution:
* Glassware (All)
* Docker (Linux)
* CoreOS (Linux)
* Windows Server Containers (Windows)
* Hyper-V Containers (Windows)
etc. etc.
You choose a container technology based on what it does best TODAY. For example, if you are breaking down a monolith application into microservices, you can pick and choose the container technology that currently does it the best. For example:
User Interface (Glassware)
Headless functionality (Docker)
Maybe 6 months down the road, a container technology gets better at doing something else. And at that time, you may re-evaluate and choose to swap out one container technology for another. As Glassware matures and proves itself (and IF the Microvisor approach to running Linux microservices on Glassware is proven to be superior), users will naturally be inclined to evaluate Glassware and move their apps over.
IMO.
I have a trading position as well but keep the profits invested.
GS, Always appreciate your commentary on the short situation. Thanks for sharing.
Do you know approximately the aggregate amount of shares the institutions plan on accumulating?
Eagerly awaiting that day....
It fills the gap because you decouple the app from the OS. So while the OS that is hosting the app is end of life, the app itself is not. If there are bugs/vulnerabilities in the app, they will still be there. Granted, there are situations that *could* allow a container to hide a vulnerability.
As for GW vs Docker, one is not superior than the other when they do not compete. Even PT has mentioned that they go after different things. I want to be clear that this does not detract from GW's full potential. it's just going after a different problem.
You could use a powerful electromagnet. Turn it on/off and have the hammer smash to smithereens against the side of the container :)
That would be an advanced form of machine learning :)
Here's another example:
I put a water bucket in a container. It's job is to store water. As a user of the water bucket, I place the container with the water bucket under a faucet and fill the water bucket with water. I leave it unattended and come back to see not only the bucket is full, but water has also filled up the container.
I can see that the container has done its job in keeping the water bucket secure and prevented the water from leaking out of the container. The bucket has also done its job in storing water. However, the bucket has a flaw: it keeps accepting water even though it is full. And now because the container and water bucket is full, it no longer holds water. Now the water is all over the container, I have to clean it up in order to have the water bucket continue to do its intended function with more water.
In real world terms:
water bucket = app
container = Glassware container/productivity container
water = disk space
What we see here is that while the container has done its job, the app still has a bug/security vulnerability. While the bug still exists, the container has prevented the bug from affecting anything outside of it (ie. the host OS). That's assuming that the container has safeguards that prevent disk from consuming everything on the host OS. The water bucket is still broke though!
How do we fix this bug?
* Refactor the water bucket and add controls in to prevent the bucket from overflowing.
* Configure the container to redirect to external storage (ie. Google Drive, OneDrive, SnapCloud, etc)
* Refactor the storage component out of water bucket and into another container using a Windows Server or Docker container. The storage component becomes a microservice that is running in a different container. Note: This is not a productivity container and why I have always said Glassware does not compete with Docker.
Yup, "Readers' Choice" type awards aren't always accurate. More of a popularity contest than anything else.
It probably means if the app that is containerized has a security vulnerability, that vulnerability will still exist.
ELI5: If I put a broken hammer in a container, the hammer is still broken.
Glassware chip use case? Container running locally on Xbox One?
Shorts don't believe in containers. They believe in end of life.
Getsmart, appreciate your commentary. Always looking forward to your thoughts on the shorting situation.
Perhaps you should short it ;)
I suspect they are using this board to gauge market sentiment. Long or short, it is all about timing. Once the share price reaches an inflection point, they will unleash the next hit campaign.
I cant read either articles. not going to pay for pro membership either
thanks! its been an exciting couple of weeks. trying to stay on top of things while on vacation in Japan :)
which other board?
Here is a post on another board detailing the CUSIP name change process.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=82107281
anyone know definitively on timelines for these steps to follow through to completion?
it could be part of a greater solution actually. boomi is about getting different distributed software to more easily communicate with each other.
I just took a look at boomi. It is different than what glassware does. it is more comparable to something like oracle soa suite or BizTalk.
Sorry to keep your hopes up, but I'm pretty confident that doesn't have anything to do with Glassware. :)
A new Azure service to be announced. We'll find out what that is on March 23.
http://azure.microsoft.com/en-us/campaigns/azure-march-announcement/
To new Investors: How did you find out about Sphere 3D?
Noticed alot of new people join us since January. Curious to know.
Noticed this too.
They pulled the 28K ask wall or someone took it out.
Yes, it's never a bad idea to lock in profits. Deciding when to sell is much harder than deciding when to buy.
That's great news!
Thanks for sharing silverline. I knew DS was with Orchard Parc but did not know about the other information you mentioned. That's a very unfortunate situation to be in for him.
I'm not going to even get involved with the discussion over there. Answering his irrelevant questions is like a full time job in itself. He sure has alot of time imposing the finer points of Sphere Sucks Society, unless his intention is to flood the comments section to make it harder for readers to get facts that are relevant to why Glassware solves real world problems.
One thing Sphere 3D needs to work on is communication through their official channels. Not just with IR but also with their 1-on-1 consultation link on their website. I get faster replies through twitter.
GS, Thanks for sharing this. This was very insightful. How did you get ahold of their quarterly update? And do you know which institutions are currently accumulating?
If you want to respond in private, I can be reached at f6vqw-4899267141@sale.craigslist.org
+1. To keep a balanced perspective, please also include a detailed thesis. One thing that I've found from those that pro-short on this board is the amount of general statements without anything to back it up. I think Derek Smith was the only person that raised valid points that actually made me think a bit more to challenge my long thesis.