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macnqueso

10/14/15 3:42 PM

#34063 RE: redwing992006 #34044

not expecting much from q3 financials... a bit over 20 mil... my wag... too many revenue drivers were still in development during q3 which turned into a labor intensive race to position company to scale out platform... all good imo... q3 will not confirm bear thesis regarding downward rev trend... and q3 will not confirm bull thesis regarding revenue ramp... will leave both parties frustrated and underwhelmed imo...

many other drivers may produce pps appreciation while waiting for revs to really ramp... ANY currently trades at roughly 1:1 p/s ratio and is priced by the market as a failing storage company... if the story flips to an up and coming software company in early monetization (which is where it should be imo), then market will re-evaluate and give at minimum a 4:1 p/s... quadrupling pps fairly quickly...

the ANY is a failing storage company is getting increasingly difficult to sustain for the bears... their thesis is crumbling... tomorrow won't help... and more... much more... to come... imo...