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streamingeagle88

03/29/15 3:04 PM

#21301 RE: Chippo58 #21299

You serious?

Of course it's from OVRL. They have been in the hardware/storage business for years and GW is software just being introduced to the market....but indeed the future of the company.

Nothing like some DD before buying stock and offering opinions.....I guess.
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petemantx

03/29/15 3:27 PM

#21308 RE: Chippo58 #21299

At this stage of the game, GW hasn't even been rolled out yet so how can you expect that much revenue in Q4? In fact, it has barely even been introduced in partnership revenue schemes as Novarad is just implementing their first major hospital system, ATOS and Promark just came on the scene Q4 or later, Ericsson still in pilot or POC stage for adaption, etc. Don't put too much emphasis on Q4 for GW. I am now even thinking the Q1 numbers for GW may not be that great but starting Q2 they should start taking off, especially if Sphere rolls out the GW devices in Q2.

Edit: Just read SE's earlier reply that reflects the same ideas.
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macnqueso

03/30/15 11:17 AM

#21362 RE: Chippo58 #21299

The bulk of current revs is ovrl... the ramp of future revs will be driven by gw, which is only in its 5th quarter of monetization.