What expectations were last year are a moot point. We hadn't even merged with OVRL yet and obviously those of us longs were way off in our time frames for the company.
Who could have foreseen such a dramatic relationship with MSFT and the time it has taken to get to where we are with them now and the time still required for the relationship to evolve all the more deeper?
Who could have foreseen that the company would pass on all OEM business to establish long term relationships with monsters across many revenue streams?
Who properly analyzed the need for a large, credible, well-received sales force worldwide and how long that would take to put into place? Who doesn't like our current sales force of MSFT, Promark, TechData, Novarad, Dell, Atos, and others?
I thought 2015 would be the year of Sphere but it has turned out to be the year of laying the business foundation and 2016 appears to be the year of monetizing all the work done this year.
If someone cannot see where Sphere is headed and only concerns themselves with what happened in the past, so be it. I hope they sell and lose all opportunity to share in what will be a very formidable company in the very near future. Just as short time investors view us longs as idiots, I view short term investors as complete mindless children not able to understand a plan coming together. In the world of warfare, the longs IMO are like Generals being able to see the results of a strategy that may take many, many months to put into place whereas short termers are newly inducted recruits unable to see the reason for what they are doing beyond today or maybe tomorrow.
Was I right in my time line to date - a big resounding NO.
Am I correct in my vision for Sphere in the remainder of 2015 and especially in 2016 - a big resounding yes IMO.
I have invested heavily in Sphere and have no worries that it will be the most rewarding investment I will ever make.
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