Sphere 3D Corp (ANY)

[strut1702]

I agree, storage isn't dead. But what are the margins among storage peers and at Overland? I don't believe they're much compared to the margins I would expect from GW sales. I'm rather sure that storage companies do not trade that much of a multiple.

The only thing that I'm concerned about right now is further evidence to the degree or significance of the GW and Azure deal. Again, I didn't buy for the sum of the parts which became a talking point later.