Replies to post #39087 on Sphere 3D Corp. (ANY)

[Hugodrax]

macnqueso,

They say history doesn't repeat itself, but it sometimes rhymes.

I thought of that when I happened across this post of yours on the DSNY board:

"DSNY is not in trouble some how... the only thing that will really matter here in the long-run is whether or not the technology truly does what it claims to do... and will it be truly disruptive... every other short-term pressure on the pps will be rendered impotent by this, and this alone... 2014 will be a most important year for DSNY... watch for the adoption of the technology over the next 12 months... this more than anything will tell you what you've got here... the real market place will assess... the stock market will follow... i am holding... accumulating on dips... and looking forward to a most interesting year with this one..."
- macquesno, Dec 17, 2013

It's down 90% sine you wrote that and it was an utter disaster with sales of the "new" product almost non-existent over 2 years later.


Why do you insist on walking into chainsaws with the gorilla?

[macnqueso]

I am a long horizon investor who focuses on the development of the underlying business and the value that accrues from that process... value is not always immediately recognized by the market especially in pre-monetizing and early monetizing phases of a company's product development... the company's line of cloud computing products was completed in 2015 and is being monetized in 2016... imo...

here is my own assessment regarding S3D's brief history as a publicly traded company...

When S3D went public in 2012 the plan was very different... I don't think the company fully realized what it had... the goals, objectives, timeframes were all compressed relative to where S3D is today... over time the company has realized the role that glassware can play in the new computing paradigm and the company has adjusted its plans accordingly...

2013 was a year of discovery during which management began to understand the full implications of its intellectual property...

2014 was a year of mergers and acquisitions as 4 companies were rolled into 1... merging one company into one is complicated and time consuming... merging 4 in a time span of a year is actually quite an accomplishment...

2015 was a year of modifying the product line... culling the old and outdated... developing the new... completing the platform... this is essential work akin to building the foundation... it doesn't show immediate results, but the building collapses if you don't take the time to build it correctly...

From a business perspective it is not the least bit surprising to see revenues fall during a transitional phase such as this... while some want you to believe the decline will continue... it will not...

2016 is a year for bringing on the early adopters of s3d technology... it is already going well... adopters are arriving now and jumping on board... eventually this will be reflected in revenues... and further down the road the early adopters will carry s3d across the chasm as adoption of the technology becomes main stream...

Revenue in 2016 will stabilize and then begin to climb... revenue will come through partnerships (such as msft and vmaware) and the re-invigorating the old channel partners one-by-one as is already occurring... while revenue growth will be modest enough early... it will continue to build and accelerate...

2017 will be the year the chasm is crossed imo... and s3d becomes a significant player in the brave new world of cloud computing... revenues are likely to explode in 2017... jmo... glta...