Sphere 3D Corp (ANY)

[My401K]

Derek,

Just for clarification, I use VMware on the system that I'm posting this from because it uniquely handles the range of OS's that I need to run or test including some (typically nearly obsolete) oddball applications and hardware. It also does a decent job of running Ubuntu. The VMware version that I use doesn't reasonably provide for the "anywhere" served desktops that Citrix describes and that I've been familiar with in the past, where it was important that laptops and mobile devices that could be lost or stolen never actually retained confidential, privileged or classified information that needed to be protected. They are kind of two different animals. I guess I really don't know whether Glassware was targeting either of these. They sort of advertised it as "any" capable, like Citrix, but also boasted of a range of operating systems that such an approach could have never reasonably attained in a way that would have been meaningful to the customer base they were courting.

You may very well be right. They may have relied entirely on Azure for virtualization (and "any" functionality), and all they provided was a veneer.

Now that Colbeck has given ANY a four month extension, there probably won't be a lot to talk about for quite a while. It would be really interesting to know what the "milestones" are, but management doesn't seem too eager to disclose these in their filing. My speculation is that the EK deal collapsed, and they're giving management a chance to stop the flow of red ink. Maybe they couldn't find any buyers if they first tainted their assets with the word "default". I suppose we'll see quarterly reports in a few weeks.