Sphere 3D Corp. (ANY)

[Pepsiman2001]

I just relistened to the whole call and when you take the emotion out of it, really was a good call. Have no idea how the share price will react because I did see/hear 1 red flag. I don't like the committee. It reeks of disfunction. Everyone working together creates shareholder value. If you need a committee you are telling us you cannot create shareholder value on your own. We will see how that pans out.

Revenues will start pushing higher in November, imo. 4th quarter we should really begin to see traction. I firmly believe some out there who didn't like the guidance given reported Sphere who were told to walk it back or give much more color. I believe Sphere thought they could get away with what they were doing by calling it a "goal" but its fairly simple to figure out who was against their announcing their "goals" and reported the company to an alphabet agency. My personal feeling is they would stand by their $40 million # if they were allowed to. Just a gut feeling.

Glassware in a box is going to be big. They all but told us so. A couple of tweaks to the software and it can be customized to whatever vertical they want to use it for. Business 101 when you do not have a large organization, you concentrate on verticals. GW in a box won't be limited except for the money it takes to market into the next area. Scott was correct during the CC. Azure completes the solution. Not until we are on Azure can we offer a true Hybrid solution. So GW on Azure has to be the priority. Yesterday.

All in all, I am happy. Except for the committee. Time will tell.