Sphere 3D Corp. (ANY)

[commoncentsinvestor]

The truth is that you DO NOT KNOW exactly what involvement Microsoft has with Sphere and GlassWare or what their plans are for it. That is why you asked the question you did in the comment section of that container article.

The truth also is that longs DO NOT KNOW exactly what involvement Microsoft has with Sphere and GlassWare.

So both sides are speculating. Speculation, of course, is what the stock market is all about so nothing wrong with that.

The question to me becomes: which side is right and what will the benefits be for being on the right side?

Let's assume that you are right and GlassWare is not the great disruptive product that longs believe it is. Well, that would seem to eliminate Sphere being the great wealth builder that longs anticipate it becoming. BUT, there seems to be enough evidence that GlassWare actually does have SOME value. Why else would companies like Microsoft, Ericcson, Promark, Atos, etc. be screwing around with it. And, it appears that Overland/Tandberg/V3 products do sell and have value. Possibly enough to produce $100M or more in sales. So, this combination probably has enough value to justify a share price of $2 or more. So even if the shorts are right, they could end up with a profit from here of about $1.50 per share.

On the other hand, if the longs are right and GlassWare is a unique and disruptive technology involved in the hot and growing cloud/virtualization/container technology market, even as a relatively small percentage player, the upside for the share price could easily be $10, $20, $30 per share or more.

So if nobody really knows for sure, and it looks like the PineTree overhang is either gone or close to gone, and it is difficult to borrow shares to short, and the price to do so is high, can you please explain to me why ANY is such a great short at this point. Thanks.