Thursday, April 27, 2017 10:20:36 PM
Which tech companies have been immensely profitable from the beginning? What percentage? It's definitely less than 1%. Take any publicly traded tech company, Fortune 1000 tech, etc. and show me who didn't have to suffer through years of debt to develop their product and grow the most profitable portion of the business.
If you don't apply the same logic that you would to an InfoSec, cloud, dot com, popular app, or other tech play, it just doesn't make sense. I've worked for enough startups to tell you that they all have transgressions and CEOs that give themselves bonuses. It's kinda the norm, no?
IMHO, Intercloud's previous PR and statements have focused on the drive for these new aspects of their business. If they've already had 5 million growth in SDN/NFV, that shows huge aptitude, as they're beating out others for contracts, including the company being able to do it themselves. They're also offering training for SDN/NFV, which means they're getting to a level where they've simplified a very complex process. The fact that they can demo Contrail labs on their website is huge too. As a person in the networking/cloud industry, I can tell you I'm really bullish because of all of this. It's a top asset, and should not be underestimated.
Many of the other companies that do this are private, VC-funded, and hundreds of millions of dollars in the hole, yet they will IPO at a huge factor of their meager earnings. If this doesn't happen, they get bought out by Cisco, Juniper, Amazon, IBM, or Oracle... maybe Rackspace or Digital Ocean. That's just how this goes. A buyout of .20 a share or more for Intercloud would be totally realistic, and make everyone on this board happy (well, almost everyone, Mr O).
Do some DD on the cloud and SDN/NFV addressable market and growth predictions for the next 5 years, and you'll see that this is a potential supernova. I'm not saying it's perfect, although it's definitely worth some attention, and I'd love to hear what a better tech play is on the OTC.
I'm all for realists, and negative opinions. I don't see the world with rose-colored glasses.... You would make a much better case for your criticisms if you had some balance in your fundamental analysis. I don't care if I'm reading a movie review, news opinion article, or anything else, but a failure to objectively provide analysis only hurts your case.
Cheers...
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