Replies to post #72729 on Savvy Trades and Investments

[2morrowsGains]

WSTG...Pretty big news here...Remember this from the cc??..."But there's been a couple of brands that we picked up here in even the last 30 days that we think are going to be impactful a year out from now. And a lot of it are companies like Liqid, which is a composable architecture hardware platform. We just inked that contract here within 10 days. And we see a tremendous amount of upside in the differentiation they have in the market. So I would say Liqid is one of the ones that's actually fairly new that we're just beginning the onboarding process on."

News on Liqid may be one of the reasons WSTG's share price has held strong the past couple weeks.

Liqid Teams up with AMD, Dell to Deliver One-Socket Storage Rack Servers
May 14, 2020

BROOMFIELD, Colo., May 14, 2020 — Liqid, provider of the composable infrastructure platform, announced that it has worked with AMD and Dell Technologies OEM | Embedded and Edge Solutions to deliver the fastest one-socket storage rack servers in the market. Liqid’s composable Gen-4 PCI-Express (PCIe) fabric technology, the LQD4500, is coupled with the AMD EPYC 7002 Series Processors, and enclosed in Dell Technologies’ industry-leading Dell EMC PowerEdge R7515 Rack Server to deliver an architecture designed for the most demanding next-generation, AI-driven HPC application environments. The company published the performance results in a new white paper available for download here...
https://global-uploads.webflow.com/5ab1342d0735aa53115fca62/5e909c27d698d90a6a50d6f4_LQD4500-Dell-AMD-WP_041020.pdf

“It’s undeniable that new data-intensive workloads, including artificial intelligence and edge computing, will increasingly rely on automation if they are to run efficiently while hiding some of the complexity. The current generation of static hardware can be limiting for these workloads without massive over-provisioning,” John Abbott, Cofounder and Systems Infrastructure Analyst at 451 Research, part of S&P Global’s Market Intelligence division. “AI, deep learning and other new workloads require the integration of new infrastructure to support them.”

The optimized platform from Liqid, Dell Technologies, and AMD empowers users to deploy server systems with the highest compute and storage performance for core data centers as workflows and business needs constantly scale. The combined elements feature:

The Dell EMC PowerEdge R7515 Server Rack is a single-socket 2U server designed to handle workloads like software-defined storage, virtualization, and data analytics;
The AMD EPYC 7002 Series Processors brings together up to 64 cores, 4TB memory capacity, support for eight channels of DDR4-3200 memory, and 128 lanes of PCIe Gen 4.0 I/O per socket;
The Liqid Element LQD4500 PCIe Add-In-Card (AIC), is full-height-3/4-length (FH3/4L) NVMe storage solution, with up to 30.8TB capacity and extreme performance for mission critical and performance-demanding workloads delivering over 24GBs and 3M IOPS.
LQD4500 SSD Performance Test Results on Dell R7515 with AMD EPYC 7002:
Rnd Rd (4KB): 3.1M IOPS
Rnd Wrt (4KB): 961K IOPS
Seq Rd (128KB): 24.5 GB/s
Seq Wrt (128KB): 10.1 GB/s
The Liqid Element LQD4500’s innovative design enables multiple drive configurations ranging from maximum performance to maximum redundancy. The LQD4500 also features enterprise-class power failure protection for increased reliability to prevent data loss and ensure uninterrupted work in case of power failure.

“In high-computational environments, the more compute power you can pack into a single node, the more accurate your results will be, and the more quickly those results can be implemented in the real world,” said Sumit Puri, CEO & Cofounder, Liqid. “We are proud to collaborate with industry leaders like Dell Technologies and AMD to provide adaptive architectures for AI and HPC applications to help solve some of the most vexing problems facing businesses and the world.”

Go to www.liqid.com to schedule a demo and discuss the latest Liqid composable solutions and services and download “Liqid, Dell Technologies, and AMD Power the Industry’s Fastest, No-compromise, One-socket Servers,” on these groundbreaking results in GPU computing.

About Liqid

Liqid provides the world’s most-comprehensive software-defined comparable infrastructure platform. The Liqid platform empowers users to manage, scale, and configure physical, bare-metal server systems in seconds and then reallocate core data center devices on-demand as workflows and business needs evolve. Liqid Command Center software enables users to dynamically right size their IT resources on the fly. For more information, contact [e-mail] or visit www.liqid.com.
https://www.hpcwire.com/off-the-wire/liqid-teams-up-with-amd-dell-ecm-to-deliver-one-socket-storage-rack-servers/

[2morrowsGains]

WSTG...Look at the recent news on Wasabi!! (Wayside inked a distribution agreement with them a couple months ago. And it's a GLOBAL agreement)...
Wasabi Partners with Lifeboat to Distribute Storage Solution Globally
https://wasabi.com/press-releases/wasabi-partners-lifeboat-distribute-storage-solution-globally/

Wasabi is on fire...

At first glance, Wasabi’s business model attempts to achieve the impossible — competing on price against AWS Simple Storage Service (S3), Microsoft Azure and Google Cloud Platform (GCP) storage. But take a closer look, and customer momentum suggests Wasabi has apparently developed a better, lower cost, faster approach to cloud storage. As a result, MSPs increasingly leverage Wasabi as a cloud storage system for backup platforms
https://www.channele2e.com/investors/venture-capital/wasabi-raises-30m/

- We may be in the thick of a pandemic with all of the economic fallout that comes from that, but certain aspects of technology don’t change, no matter the external factors. Storage is one of them. In fact, we are generating more digital stuff than ever, and Wasabi, a Boston-based startup that has figured out a way to drive down the cost of cloud storage, is benefiting from that.

While founder and CEO David Friend wouldn’t discuss the specific valuation, he did say it was in the hundreds of millions of dollars.

Friend says the company needs the funds to keep up with the rapid growth. “We’ve got about 15,000 customers today, hundreds of petabytes of storage, 2,500 channel partners, 250 technology partners — so we’ve been busy,” he said.

He says that revenue continues to grow in spite of the impact of COVID-19 on other parts of the economy. “Revenue grew 5x last year. It’ll probably grow 3.5x this year. We haven’t seen any real slowdown from the coronavirus. Quarter over quarter growth will be in excess of 40% — this quarter over Q1 — so it’s just continuing on a torrid pace,” he said.
https://techcrunch.com/2020/05/28/wasabi-announces-30m-in-debt-financing-as-cloud-storage-business-continues-to-grow/

- “We just want to be the best cloud storage vendor in the world,” Friend said. “We’re not going to have 100 other products like Amazon has, or 240 products like Microsoft, or anything else. Storage is going to keep us going for a long time.”

- “When the virus hit and people hunkered down at home, a lot of attention turned to, ‘How do we save money?'” Friend said. “Some of these simple money-saving projects, like ‘let’s migrate our data to Wasabi,’ started to surface and get to the top of the pile. We continue to have record week after record week.”

Wasabi will also continue expanding internationally, a move it started last fall when it inked a deal with Tokyo-based NTT Communications. Although the coronavirus has slowed down some of the initiatives NTT and Wasabi are collaborating on, the deal has sparked interest from other potential international partners, Friend said.

“We’ll expand our geographic footprint and push storage out closer to the customers,” Friend said. “Our plan is to build a worldwide network of data centers to serve international companies that have locations all over the world and accommodate people who worry about where their data is stored.”
https://www.americaninno.com/boston/funding-boston/cloud-storage-startup-wasabi-snags-30m-looks-to-become-unicorn/

[2morrowsGains]

CSPI...Sumo Logic, Liquid, CSPI connection?? Hweb, you think there's a connection here?...

02/25/2020
ARIA Cybersecurity Solutions Integrates with Sumo Logic to Improve Cyber Intrusion Detection and Containment of Network-borne Attacks

The ARIA™ Software-Defined Security (SDS) solution was engineered to work seamlessly with other security tools, such as Sumo Logic’s Continuous Intelligence Platform, through open, RESTful APIs. The ARIA SDS Packet Intelligence application feeds NetFlow metadata from every packet to Sumo Logic, including traffic from usually overlooked internal network east-west paths. Once this enriched data is available in Sumo Logic, security professionals can quickly create queries to generate more accurate, comprehensive, and actionable dashboards. This information enables them to conduct real-time ransomware, malware, ATP and other intrusion investigation and take action to contain and stop threats before significant harm is done.

“This integration with ARIA is another way we are helping enterprise security teams leverage the power of continuous intelligence to accelerate their investigative processes which is vital to keep pace in a world of rapidly evolving threats,” said John Coyle, vice president, business development, Sumo Logic. “Our joint customers will greatly benefit from the real-time security intelligence and insights derived from the metadata traffic provided by ARIA to get deep visibility needed to preemptively stop network borne attacks.”

“The integration with the Sumo Logic Continuous Intelligence Platform is a win-win for both of our organizations,” stated William Bent, VP Cybersecurity Product Management, “Sumo customers are data savvy and those in cybersecurity are especially keen on leveraging internal network data to strengthen their security posture. The ARIA SDS solution is the perfect complement to Sumo as the improved network visibility naturally leads to better threat search queries and dashboards needed to identify and stop the cyberattacks that do the most harm.”
http://investorrelations.cspi.com/investor-relations/press-releases/press-release-details/2020/ARIA-Cybersecurity-Solutions-Integrates-with-Sumo-Logic-to-Improve-Cyber-Intrusion-Detection-and-Containment-of-Network-borne-Attacks/default.aspx


May 11, 2020 11:00 ET | Source: Sumo Logic

Liquid.com Bolsters Security for Cryptocurrency Exchange with Sumo Logic
Company Adopts Sumo Logic’s Cloud SIEM to Secure More than One Billion Platform Transactions Per Day and Support Globally Distributed Team and Multi-cloud Technology Stack

REDWOOD CITY, Calif., May 11, 2020 (GLOBE NEWSWIRE) -- Sumo Logic, the leader in continuous intelligence, today announced that global cryptocurrency platform, Liquid.com (Liquid), has chosen Sumo Logic Cloud SIEM to provide real-time security intelligence and insights to bolster application security and compliance for its leading platform which processes more than one billion transactions a day. By leveraging Sumo Logic Cloud SIEM, Liquid is able to maintain full visibility of its global cryptocurrency exchange and detect any potential threats, while supporting a globally distributed team and multi-cloud technology stack.

- “While the vast majority of our traffic is legitimate, a significant percentage comes from cyber groups who are looking for opportunities to breach our platform. We needed to add real-time security intelligence to monitor and analyze our log data as part of our already robust security program to protect our operations and extensive application portfolio and that’s where Sumo Logic comes in.”

After an extensive evaluation, Liquid selected Sumo Logic’s Cloud SIEM solution because of its extensive integration capabilities, easy setup, competitive pricing and outstanding support. Today, various teams across Liquid leverage the continuous intelligence delivered by Sumo Logic to ensure transaction legitimacy and security. With Sumo Logic, Liquid is able to automate its data analytics and log monitoring processes to quickly identify, investigate and remediate fraudulent transactions and potential API vulnerabilities before it can be exploited. With the time and resources saved because of Sumo Logic, Liquid’s security team is now able to be more proactive in identifying potential threats.
https://www.globenewswire.com/news-release/2020/05/11/2031236/0/en/Liquid-com-Bolsters-Security-for-Cryptocurrency-Exchange-with-Sumo-Logic.html

From Sumo Logic's website...

A New Integration between Sumo Logic and ARIA Cybersecurity Solutions

When thinking about many of the worst data breaches we’ve seen so far, there was one common element: The attacks were not detected while they were active on the internal networks.

It’s easy to think of the internal network as what’s onsite and directly in control. However, an organizations internal network also includes what extends beyond what’s on-premises, like instances within the public cloud and off-site hosted data centers.

Why is this important? Network perimeter defenses provide monitoring, and thus protection, for only a portion, perhaps 20%, of the attack surface. Once a threat successfully get insides the network it will spread laterally within the network, and go undetected. If you are only looking at this North-South traffic, you are leaving yourself vulnerable to the data breaches discussed above. Improved visibility of the internal, East-West, network traffic provides information necessary to detect threats earlier in the kill chain, as they are propagating.

ARIA Cybersecurity Solutions has developed an integration with Sumo Logic’s Continuous Intelligence Platform to close this network-visibility gap. With this integration, the ARIA SDS Packet Intelligence application feeds NetFlow metadata from every network packet to the Continuous Intelligence platform, including those east-west paths that are typically overlooked.

Once this data is available in the Continuous Intelligence platform, security professionals can quickly create queries to generate more accurate, comprehensive, and actionable dashboards. This real-time information enables them to conduct incident investigations related to ransomware, malware, intrusions including advanced persistent threats (APT), data exfiltration attempts, and other potential threats—all so they can take action and stop threats before significant harm is done.

Using the ARIA SDS Packet Intelligence Application within a Sumo Logic environment empowers end users to:

- Identify hard-to-detect attacks in real time early in the kill chain.
- Allow security analysts to accelerate investigative response to verify threats through automated workflows.
- Give security analysts the ability to stop the attacks at the threat conversation level. These teams can leave critical production or IoT devices online by blocking the threat conversations until the issue can be resolved.
- Visualize all internal network traffic, including those between devices, virtual machines, containers and IoT so proper connectivity policies can be developed, monitored, and enforced.

The ARIA SDS solution is the perfect complement to Sumo Logic as the improved network visibility naturally leads to better threat search queries to identify and stop the cyberattacks.
This new integration between the Sumo Logic Continuous Intelligence platform and the ARIA SDS Packet Intelligence application will now find and stop the types of cyber-attacks that do the most harm. It reduces both the time to investigate security threats and the effort to stop them when used in conjunction with the Continuous Intelligence Platform’s SOAR apps.
https://www.sumologic.com/blog/aria-cybersecurity-solutions/

[2morrowsGains]

WSTG...Good article from Seeking Alpha...The Move Online Makes Wayside Technology Tick: +40% Net Income In Q1 And 8.7x Trailing P/E

https://seekingalpha.com/article/4353409-move-online-makes-wayside-technology-tickplus-40-net-income-in-q1-and-8_7x-trailing-p-e

"Management believes that their business model offers scalability through which a large part of the gross profit growth will flow through to its profit before tax."