AI
Friday, February 14, 2014 3:15:07 PM
My understanding is that VM ware is a lot more than just the software that glassware would compete with. This is the Horizon suite from VMware. They offer about 25 other solutions from local server management software, cloud storage and computing, virtualization software, cloud, security etc.
Sphere 3d actually pays VMware to be a "tech alliance partner" which is basically a membership which allows Sphere 3d to be listed in VMware's solution exchange get training and work with VMware to evaluate and integrate their software.
If you wanted to compare them directly you would need to isolate the horizon value which is just a small piece of their company. In theory VMware would be a prospective buyer of Sphere 3d. But in reality we are lightyears away from a 40 billion dollar company trading at 41x earnings.
I think there is lots of potential here but prefer to be a bit more conservative.
But hey, bring on 40 billion!
Sphere 3d actually pays VMware to be a "tech alliance partner" which is basically a membership which allows Sphere 3d to be listed in VMware's solution exchange get training and work with VMware to evaluate and integrate their software.
If you wanted to compare them directly you would need to isolate the horizon value which is just a small piece of their company. In theory VMware would be a prospective buyer of Sphere 3d. But in reality we are lightyears away from a 40 billion dollar company trading at 41x earnings.
I think there is lots of potential here but prefer to be a bit more conservative.
But hey, bring on 40 billion!
