Replies to post #33255 on Sphere 3D Corp (ANY)

[Hugodrax]

Honestly why are people still excited about Microsoft? Have you seen Microsoft even discuss Sphere 3D, or Glassware, or SnapCloud anywhere in months?

I think I am right. That ANY is just choosing to install stuff onto Azure, like anyone can, avail themselves of the standard "app launch" services that Microsoft provides, and that's pretty much it.

Sure they got Larry O to come and give a chat, but didn't we learn later that he is a close pal of Eric Kelly's

The fact that it was at a shareholder event and not an industry event tells you it was directed at shareholders rather than customers.

IMHO of course.

"Glassware on Azure" should be interesting. To be honest I'm not even sure if it will be a product as such. The licensing problems alone are a huge issue. My guess is it might be something like "TestNAV 7.5 on Azure powered by Glassware" or something similar.

Nothing wrong with that but man this company needs to start selling a lot of product really quickly or it will get swamped by solvency concerns and the stock could print $1 or below.

IMHO

The canary in the coal mine to watch is the Cyrus rep on the company's board. If he resigns it could indicate them gearing up to call their debt.

IMHO

The "shareholder value committee" could simply be a way to cover directors' behinds in such a scenario. If sued they could show that they did "everything possible" to preserve shareholder value.

IMHO

Or things could just be so swell. Amazing actually.

Just not IMHO.

[donkschmonk]

Good points, and also leading to the illustration of where we came from and where we are:

1) Yes, ithe company is now in the coming to market stage with respect to its most important products, some already are in the commercialisation phase like Snapcloud. Those who expected an immediate launch of all products got disappointed as the company's focussed on bigger plans and strategy this year. Just look at Novarad, first a partnering, then enhancement and co-development of new integrated solutions and now, delayed to initial announcement, BUT in MUCH better product potential and revenue potential...that is starting this quarter...

2) Other products as announced being worked on right now, so as to create that big splash when launched in short order...let's not elaborate here for Hugo..

3) The shorts hate our realisation that this is not an immediate revenue but technology play based on potential of solutions they are working on. Attacking past revenue numbers or lack of past revenue growth was easy so far. Thats why their focus on right now. Otherwise they would disappear and just let it cone to what they think is the outcome: nothing, "turd" as they even call it. Why take the effort to post unrelentlessly the same thing if they could just wait and let it "the inevitable" of their theory transpire? Instead, they are here with 47 aliases in constant bombardement mode. Contradiction much?

Well, all the while they still can't explain the extremely positive responses of Sphere 3D's partners, execs, industry analysts etc.

4) Mind you, even if suddenly revenue would emerge tomorrow, they would then frighten us with, if not profitable then company will need funds! What good is revenue with no profits? Who would invedt in a non-profitable company? And when profitable, they will say, with no dividends, what is shareholders' gain? That silly FUD game will never end until they are out...

5) Believe it or not, some investors realise the value of "the dream" also called the potential of the technology. Undeniably they have been buying quite a lot recently from people who cant/couldn't...

[macnqueso]

"We can go broke using your philosophy. If we do not get compensated for our services what good is commentary saying it is wonderful?"

Wow... that is a pretty remarkable leap... I never said anything about S3D not getting compensated for services... nor is that in ANYway part of my "philosophy"... as I said... revenue is a lagging indicator... my DD on this entity is extremely thorough... I am confident that revenue is on the way... if that makes me a "dreamer" then so be it... but let's not pretend that I don't think revenue is important... revenue is what investing is all about...