Wednesday, August 19, 2015 8:55:30 PM
I absolutely do... yes... but much more importantly... Microsoft... Novarad... and New Caney think so too... Michael Dell as well...
much of what is being posted here on ihub daily is pure nonsense... GW as a gimmick... GW as vaporware... pure nonsense...
if you follow the stories of these companies... and they are not stupid companies... and they do not employ stupid people... or easily duped people... ANY who believe the bear thesis... should at least give management credit for being masterminds of trickery... for that is what they would have to be to have fooled the people they have put this product in front of... think about that disconnect for a moment... bears are asking us to believe that management is at once both inept at communicating to investors, while they are experts at deceiving the experts in their field... a rather rare combination if you ask me... so while management is not able to handle retail investors in a conference call... they can totally convince Microsoft that their product "does something Microsoft cannot" when in reality it is vaporware...
I wonder how many here remember that Simon Bramfitt began as a skeptic of GW... and over time his opinion changed... Simon is pilloried by bears who in fact pillory ANYone who does not agree with them... Simon knows what GW can do and be and become...
The IT guy at New Caney actually created a presentation for his peers about the effectiveness of GW...
Novarad created a lead product around glassware and named it Novaglass... then after a year long relationship with S3D decided to double down on that relationship and utilize the entire product line... tells you what they think about the technical expertise of S3D...
Azure is the future of Microsoft... make no mistake... their CEO has staked everything on this transition to the cloud... and they made it very clear from May through July in a variety of presentations how important snapcloud and GW were going to be to their strategy... "S3D will be one of our most important partners"... the bears want you to think this is fluff speech...
there are more developments on the way... much more... I am not so much an ardent supporter as I am a confident investor who has done a great deal of DD... I know this story inside and out... S3D's balance sheet is not great... but then no company at this stage of its development has a great balance sheet... its portfolio of products and the platform it is creating are terrific... while I have underestimated the time and effort required to fully monetize this ip... I am confident I have not underestimated its ultimate value... jmo... glta...
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