News Focus
News Focus
icon url

Southern Gal

01/08/12 9:54 AM

#10230 RE: busterh #10229

IMO, sig it too much of a showman to allow another company's label to be pasted over the iweb label
icon url

buckyboy

01/08/12 11:02 AM

#10231 RE: busterh #10229

Good thoughts for sure. It would not be the first time a scenario like you describe has played out. Speculation at best, but it would seem they have product recognition outside of their company at the moment (i.e. that industry rag that put the 6500 through its paces).

Is Toole an impact player that can raise awareness of the IWEB brand? It would seem that he has played this role many times previously and very successfully. My take on him joining the IWEB team is that he would not have accepted the challenge if the product was not able to be sold. On the high end, one of his prior employers indicated that he was able to increase sales 100X. He seems to be a guy who can put your company on the map, especially in the cloud computing space. The right guy at the right time with the right company? My guess (JMO) is yes!

All of that being said, this is certainly a speculative play at the moment. However, it is in the right space/industry (cloud), they have a recognized product, and they have some cash to move business forward at least partly into 2012.

I still trade based solely on money flow. But, a speculative core is not out of the question for this company.

I'm keeping an open mind on this one, regardless of past performance because they now have filled what appears to have been a major gap (marketing/sales) with Toole

Great input from you. Tks for your thoughts.
icon url

CaptainQuickdraw

01/08/12 11:07 PM

#10236 RE: busterh #10229

And I thought I Was The Only "Oracle"...

Plug that thesis into a few models and you'll see just how huge this could turn out to be ... way better than just merging with Promark.

OEM agreements, licensing, software, ... way better than just selling boxes -- even if they are the best out there and at "super cheap prices". (I like the lobster comment, but we don't have to be the "name brand" ... whatever gets thousands of them sold and gets us the $45k, I don't care if EMC gets the other $45k.)

Let's go, Toole Man Steve.