Friday, August 21, 2015 7:58:17 AM
the MSFT and AMZN comparisons on not breaking out revenues are a joke..there are many differences these companies have other business that dwarf these....also they started off having big revenues in other segments and these are new and incremental and still small...Sphere on the other hand was a public company with standalone (however limited) Glassware/Virtualization revenues that were disclosed, the key marketing points on their website are all about Glassware, then they merge and try to bury it calling it disk systems/virtualization, and now its only called
disk systems, why ? why hide it if you have it ? GW is the "game changer" so you should show those revenues as those get awarded a higher multiple..why? i would think management knows this well, so that they don't highlight leads to even more questions or conclusions
and lets remember Sphere bought OVRL, and now we are only seeing OVRL revenue buckets ...why? so if thats case what did OVRL SH get in the merger then...
there seems to a pattern here on too many things...
disk systems, why ? why hide it if you have it ? GW is the "game changer" so you should show those revenues as those get awarded a higher multiple..why? i would think management knows this well, so that they don't highlight leads to even more questions or conclusions
and lets remember Sphere bought OVRL, and now we are only seeing OVRL revenue buckets ...why? so if thats case what did OVRL SH get in the merger then...
there seems to a pattern here on too many things...
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