TTommy...dont know what your questions/comments were...but
In reading the tea leaves in early spring I suggested:
1. That the likely reason E.K. could "suggest" that ANY would record a $40M run rate in Q4 was because of a potential "deal" (i.e. adoption) with MSFT of GW via incorporating the platform into its product mix, and booking revenues in this quarter, and
2. Additional Funding going forward might also be from MSFT, taking an equity stake and now we have a Shelf Registration ready to go.
With the apparent road Sphere3d has been traveling lately (albiet...rocky)...it appears that both possibilities could easily become a reality...
Kudos to Eric Kelly, if the speculated events come to fruition...(since E.K. is the MSFT connection, having done a big deal with Chief Evangelist in their former corporate lives)
Hey..ya never know..."Even a broken clock is right twice a day".
ps. Interesting to see MSFT up in a down market, as it shows off its "new wears"... If, as others suggested, GW appears to be present in those embellished products...the connection made by the market of MSFT and ANY...IMHO it will certainly bring a very bullish reaction by the market and give the shorts a very difficult time...(think 6 months ahead)