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AKBrakeman

08/21/15 12:32 AM

#32348 RE: ChairmanoftheBored #32347

Chairman, good post. But no matter how many facts were in it, I'm sure H and F will manufacture some dirt to throw on it. I'm all in on this one and believe in the technology. I love watching the odd couple on this board refute every positive post like a tennis match. Unfortunately for them, the end is getting close for their game. It has been said again and again, but most of us longs here already know what we own and our shares are douche-proof. Although I must admit that those two really talk a good game. Golf clap.
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Hugodrax

08/21/15 12:59 AM

#32349 RE: ChairmanoftheBored #32347

That basically says the same thing.

They COULD do it, but they CHOOSE not to. My main point is there are lots of ways to do this without providing "sensitive" information. That argument is a pure, utter, total joke IMHO.

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FrankyNutzz

08/21/15 7:58 AM

#32357 RE: ChairmanoftheBored #32347

the MSFT and AMZN comparisons on not breaking out revenues are a joke..there are many differences these companies have other business that dwarf these....also they started off having big revenues in other segments and these are new and incremental and still small...Sphere on the other hand was a public company with standalone (however limited) Glassware/Virtualization revenues that were disclosed, the key marketing points on their website are all about Glassware, then they merge and try to bury it calling it disk systems/virtualization, and now its only called
disk systems, why ? why hide it if you have it ? GW is the "game changer" so you should show those revenues as those get awarded a higher multiple..why? i would think management knows this well, so that they don't highlight leads to even more questions or conclusions

and lets remember Sphere bought OVRL, and now we are only seeing OVRL revenue buckets ...why? so if thats case what did OVRL SH get in the merger then...

there seems to a pattern here on too many things...