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insightamo

03/31/16 9:42 AM

#39636 RE: donkschmonk #39635

slowly but surely the tide is turning for ANY especially into Q2 and beyond. I expect that as time goes by the negative rhetoric will subside and those posters will fade away. I have now added the strong possibility that ANY is a viable takeover candidate at some point down the road. The sellers, traders, shorts, and market makers will probably make one last stand for whatever reason. It just does not matter anymore.
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Justfactsmam

03/31/16 1:06 PM

#39656 RE: donkschmonk #39635

...ANY is finally attempting to market direct to end users via VARs as opposed to relying on a "Hail Mary" pass via MSFT. Its will be a slow process but a needed one. The pennies from AZURE product sales are not going to fill the revenue hole with the minuscule margins. With building brick by brick directly via VARS, they could eventually fill the burn rate hole, but it will not be without more and significant dilution which appears to be inevitable.

It would have been more of a confidence builder if ANY had secured the $20 (maybe) million financing BEFORE the call yesterday, but likely the lender was waiting for the company to commit "publicly" to its numbers. Lets see how long it take to secure the commitment and what the final terms and conditions are...including the actual funds committed.

Hopefully for longs the $20M was not a "smoke in mirrors" number to keep SH in check. It was nice to learn after 3 years that "GW...the product" has morphed into "GW...the technology"!