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Hugodrax

03/06/16 8:38 PM

#39015 RE: Charvey #39014

When the facts aren't on your side, the howls of "agenda" grow louder.

"Glassware on Azure" was in November 2015. Sales and marketing would have started before then. It's now March 2016 and there is almost no traction, no reviews, no buzz. Nothing.

I haven't head a good reason for the above. Still "stealth mode" lol?

IMHO the only thing worse than Q4 will be Q1 which ends in 3 weeks.

I calculate they may only have weeks of cash left depending on whether or not SVB needs to be paid out.

Endgame is starting IMHO.
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derek32smith

03/06/16 10:36 PM

#39021 RE: Charvey #39014

And I assume you are a pro-company enthusiast that believes everything is rosy, and that any negative criticism should be silenced via the delete button.

Let me be frank. I am on the record saying that the move to offer Azure cloud storage is positive step. Is it unique? Not by a long shot. There are plenty of competitors selling the same thing, and more. For example, NetApp offers customers the option to backup to cloud storage from Microsoft, Amazon and others. Pro-company pumpers make it sound like Sphere is the only firm offering this.

Worse still, they made the claim that Glassware was at the core of Microsoft Azure and Win 10. Utter nonsense.

Like wise, the move to upgrade the V3 appliance to VMware Horizon is a good move. Is "Glassware and DCO within Horizon" like Peter Bookman claimed on Twitter? Not a chance. Why don't you ask him why he deleted that series of Tweets if they were accurate?

Is there a market for a hyper converged appliance? Yes. Does Sphere have a unique solution? Not even close. They must compete with the other eleven companies that VMware announced at the same time as Sphere. Plus of course, VMware itself.

There is reality, and there is hype. More than two years ago, we were told Glassware could deliver any app, any device. Now it's Windows only, and even then, only 32/64 bit Windows apps. Anything else requires professional services. Citrix, VMware, Dell and Microsoft have huge R&D departments that have programmed, tested and validated thousands of apps and hardware/software combinations.

How long will it take Sphere to develop that capability? Where will the financial resource some from?

Since 2013, the company has never once, and I mean never once, demonstrated an Apple app for iOS or OS X, Android, IBM mainframe etc. Yet, they claim they can, so why the lack of proof? How hard would it be to produce a YouTube video showing running Apple Keynote on a Windows PC or Android tablet. It should be easy right, so why the delay? I assume that Glassware is the reason for your investment in Sphere. Don't you think it is time that the company actually validated its claims?

If you wish to believe that Glassware qualifies as disruptive, game changing technology, so be it. That is your prerogative. If you wish to invest your money, so be it. It is yours to lose.

Good luck