Sphere 3D Corp. (ANY)

[Orion Nebula]

Only one statement in all the time I have owned this stock made me double my position as soon as I heard it and was able to do so. It revolved around the issue at stake in your post. While I am not a techie, I doubled my position (since have added many other times) on the premise that, in the near future, hardware will be sort of like a transformer toy, changed into something else by the software. If I am right in interpreting what Peter Bookman said, especially regarding the concept of "Software Defined Everything" then in the near future, GW may have a lot to do with the GPU and will do so without adding GPU hardware. Instead, needed functions could be software programs sitting in containers and utilized on an as needed basis.

Listen to the interview between Bookman and Brian Madden. The key part of the conversation starts around the 54 minute mark. The comment that sent me off buying shares was the idea that GW could allow a sound card to become a GPU. In other words hardware, whether a GPU or a sound card, is "just a bunch of transistors" and can be reassigned function. The concept is mind boggling to me as it would seem to disrupt hardware manufacturers as we enter a brave new world of "Software Defined Everything." No more sound cards or video cards and probably other types of specialized hardware too. Just a chip which becomes what the software tells it to be ("be a sound card, now be a video card") when it is needed with GW acting as a one man band capable of providing an entire symphony of functions. Simplicity and efficiency.

Maybe I have misunderstood what was said in the interview. As I said, not a techie. But if I did understand it, the tweet referencing support of GPU function could take on a rather stunning (I think) significance beyond what has been discussed on the board. Not sure if Sphere is ready for that step yet but clearly they are thinking about it and have been for some time.

http://www.brianmadden.com/blogs/bglive/archive/2014/06/10/brianmadden-com-podcast-with-sphere3d-at-9-30pst-today-what-do-they-do-join-us-live.aspx

I would be interested in what others think. If I am wrong it is okay as I am still happy that I doubled my position back then. But revisiting the issue and listening to the discussion in that interview has made me want to add more shares, although I already added about 5% to my position in the past week.

One last thing - in re-listening to that section of the interview it is so apparent that Morelli is a genius, a real visionary. It is clear that Brian Madden had never thought of reassigned hardware function and noted it was "cool". Yeah, it is.