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Re: esad1 post# 31071

Thursday, 08/06/2015 9:35:38 AM

Thursday, August 06, 2015 9:35:38 AM

Post# of 48153
I don't disagree with your post... for me this is a long horizon revenue story and ANY remains very early in that story... we are currently waiting for the financials on ANY's 6th quarter of monetization... it took Nutanix 11 quarters following the initiation of monetization to reach a 2 billion market cap... Dockers has a 1 billion dollar valuation with many questions surrounding how it will monetize an open source product... I focus on material events of which revenue is a material event... msft is a material event, novarad is a material event... new caney and the southwest school district, ericsson, promark, mobotnix and so on... revenue takes time to ramp... I have already stated I have no idea what to expect for q2... the angst, doubt and fear here is largely manufactured, and does not represent the reality of what is happening with the company and its products... I can't change that... I can only take advantage of that and use it to build my position...
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