Replies to post #3428 on Sphere 3D Corp (ANY)

[petemantx]

Those appear valid questions and I would hope those with much closer ties to SPIHF than me would be able to answer them all to show why these are positives for the company instead of negatives as you portray them. Will wait and see.

[sons4]

Cormark: I'm sure they didn't research the company before putting this out:

While Sphere 3D (“Sphere”) is an early-stage company just approaching commercial rollouts in 2014, we believe it has the potential to be a major disruptive technology in a market called virtualization. The Company is looking to commercialize its proprietary Glassware 2.0 (“Glassware”) technology, a platform that enables access to content and fully-featured applications from any cloud-connected device, regardless of the underlying operating system or hardware, without sacrificing any functionality, or performance while utilizing minimal amounts of infrastructure and network resources. Bottom line, we like Sphere for the following reasons: 1. It plays right into cloud computing, one of the major technology trends today, with its innovative Glassware solution that has the potential to be a major disruptive technology in the virtualization market, a key enabler of cloud services; 2. Its Glassware solution is on the cusp of commercial rollout with both Corel and Overland Storage (“Overland”) which we believe will provide the technology validation while driving the financials this year (2014) for this pre-revenue name; and, 3. Our conservative valuation essentially only incorporates contribution from existing partnerships (Corel and Overland) which means there is potentially meaningful incremental upside to our target price as it expands its partner channel and adds new customers.

[sons4]

Hmmm, maybe Jacobs Securities didn't research the company?? Should we listen to niliearan or these reputable firms? The smart money will stick to Cormark and Jacobs!

Computing…Anyhow, Anywhere

Event: ? We are initiating coverage with a BUY stock rating, HIGH risk rating, and $8.50 share price target.

Key Investment Views: ? Virtualization game changer: As one of the most innovative R&D shops we have come across, Sphere 3D`s virtualization technology can be a game changer for numerous tech subsectors provided the company gets to market quickly and effectively. Sphere 3D’s product, Glassware 2.0, (1) truly enables complexity to be pushed to the cloud, and (2) seriously threatens the need for much of the virtualization middleware on the market now, as well as the need to develop applications for multiple platforms. ? Revenue inflection next share price catalyst: ANY shares appreciated strongly over the past year, and the next set of catalysts bodes well for further near-term upside. From a revenue build perspective, Sphere 3D is ready to go from conceptual to initial commercialization stages in H1/2014, a transition typically associated with forward EV/Sales multiple expansion. ? Sphere 3D valuable as an acquisition target or an independent: While an acquisition of Sphere 3D makes sense for many types of acquirers, the greatest value comes from remaining independent (which does not rule out a takeover by a financial acquirer). ?

[sons4]

The other firm covering the company is Frost & Sullivan, if my memory serves me right they did some research on Sphere and wrote a nice report about them.

To be honest I have no idea why I'm wasting my time with someone who has many questions that he cannot find answers for to believe his/her own theories. If your point is that $160 million market cap is overvalued with the potential here then I personal think you are very wrong, trading 10x in the cloud sector is nothing!

Call management get your answers, then come back with the answers, then I will be open ears until then nothing you post will save me from this investment. Or you can join the HTFBS newsletter and read the 3 interviews they have done with management and find your answers there. GLTY

[struftepete1]

Just noted this statement:

A lot of nice people are sitting on a profit today and I hate to see them ride it down based on erroneous beliefs.

Such goodhearted altruism is very rare these days in the stock markets. We must be grateful for that.
Considering intentions are genuine, why wouldn't you directly contact the management of Sphere 3D and relay your "concerns / questions" to them. Given that none of the posters here has been able to appease your concerns and you keep rehearsing the same topics.
I'm sorry but I honestly cannot help you with your agenda.

Feel free to post the answers that you'll receive from Sphere 3D.

[pbookman]

Nil,

I have been enjoying the great discussions on this forum about the great opportunity and technologies that Sphere 3D, and now together V3 and Sphere 3D, offer. Your questions are great ones and I can speak for many who would love to share some of the non-disclosable information and things going on in the pipeline and technology roadmap side of things but for obvious reasons cannot… Yet!

I can speak for myself (founder of V3) as well as I believe the CEO of V3 Ric Lindstrom in saying we have been fans of Sphere 3D long before discussions around this acquisition took place because it is great stuff. It is so good in fact that those in the industry accuse V3 of selling for less than it could have been valued at. I think this alone is worthy of addressing your statement that we are all from the V3 side excited about what the combined opportunity means for the market and us as shareholders.

While I cannot address directly the relationships you asked and spoke about, (I do not know any details) I can speak to the average sales cycles which depending on the deal range from 6 months cycles to 2 year cycles. I expect some announcements which will be shared in due time will answer how the blend of these two cycles and everything in between will make a big splash.

Again, I am the wrong guy, thankfully, to address the conflict of interest you talk about, however I have found the best deals are the friendly kind (conflicted but mutually beneficial) and what I see is as announced the amazing channel which Overland brings with the supply chain and support infrastructure to boot. The deal would ideally be structured to take advantage of this and leverage the clear technology leadership coming from the team.

I am, along with everyone else who is familiar with whom Stoney Hall is within the Virtual Desktop and Application world for Dell and healthcare, excited to have a sales person of his caliber on board. I certainly don't know the terms of his deal, however any great sales person I have worked with throughout the years will not come on until the technology is ready and their relationships and experience can be leveraged. On top of this, I have never met a "great sales person" who would want the base more than no cap in commissions. Again, while I do not know the terms of this deal, I would suggest that the deal looks more like that structure, where his upside will be represented by the deals brought and where Dell is no longer offering a no-cap deal to sales guys (I am in no position to actually know the terms of this deal and am speculating here).

As for the beef, if I remember the Wendy's commercials from a long time ago, I believe they have it? Shall we get a bite?

The last two questions are questions I am not qualified to answer nor have any authority or information for those, but similar to the others I would simply provide assurances that there is technology thought leadership being driven from the Sphere 3D team and for the right customer opportunities and pipeline seeding the opportunity with product to get through beta would be a standard strategy for doing so.