We know that SnapCloud is way ahead of anything on the market regarding enterprise level storage solutions. We know this from the NYC presentation, thanks to Hong Choig MSFT strategic alliance director.
From a slide also shown at the NYC presentation (I am not going to go thru all the steps to put up the slide so I will just copy verbatim below)we know that our containerization offerings blow all the others out of the water for the following reasons:
Difficulty of scale - Traditional architectures are causing complexity and cost overruns.
Mobility of workloads and data - are driving fork-lift upgrades and rip-n-replace of existing infrastructure.
Complexity of infrastructure management - lingering silos and higher costs.
The above factors, in addition to the other major advantages not listed on the slide, such as being able to handle ALL apps, including legacy apps, in their native form and be able to work on ANY device running ANY platform, should give the MSFT/Sphere alliance over the next 3 years IMO the total market in enterprise cloud migration.
If someone does not feel this to be the case, who are the competitors that can even approach anything close to our offerings? We have the best technology for the widest use of applications, devices, and platforms and then we couple that with the easiest deployment and management of the system. We save the customers big money by giving them the best products. Can't ask for any more than that.
Now as bad as we investors are complaining about our technology not being touted properly to the world by MSFT as being due to Sphere and the harm it is causing the current share price, I have to temper that negative with them giving us carte blanche entrance to the world of big business, big government, big EVERYTHING we (MSFT/ANY) desire to go after. The market IMO over the 3 years is closer to a Trillion Dollars than anything else and I do not see why we can't capture everything we go after. MSFT may not be shouting our praises now, but in 2-3 quarters what does everyone expect the revenues coming into Sphere to be and will our share price then be worth the slow start to the price rise now? IMO it certainly will be justified.
As I posted yesterday, but nobody seemed to have noticed, I believe MSFT is a 2 headed dragon for Sphere to deal with: on one hand they will deliver us to the land of milk and honey, but on the other hand we will have to do everything their way and in their time.
Without MSFT, Sphere could never have reached the potential customers in years that they will be talking to in a matter of months. Think of the govts WORLDWIDE alone, we should have this vertical pretty much to ourselves and that alone will be worth hundreds of billions.
