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  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    Jack, as the best of my knowledge Sphere3d has just completed the developments of its flagship product Glassware this year and started pushing it through major distribution channels including its primary partner Overland's mass enterprise customers list over the past few months. Therefore, a lot is happening fast, and the company hasn't disclosed most contracts it signed or is negotiating for the purpose of technological secrecy and/or business confidentiality I think. The Chestfield school district is the rare one that slipped out media's mouth.

    Several other ones that the company announced recently are:
    Uniprint: http://bit.ly/1qbCDgQ

    Novarad (a big medical institution): http://bit.ly/1qbCAll

    Ericsson: http://bit.ly/1qbCABA 3D_MSP_FinalV3 - 052714.pdf

    In addition, the company has signed cooperative agreement with Dell recently: http://bit.ly/1qbCDgW

    As we know, Dell is making a huge effort in marketing its Chromebooks. That's maybe one of the reasons Chestfield School district chose Chromebook + Glassware. So, I expect that we'll see a flurry of new contracts/business wins for Sphere3d in this section in coming months.
    Aug 15, 2014. 04:03 AM | Likes Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    That's not true. See my earlier reply to others about Chromebooks with Sphere3D's Glassware system that can run full Corel Office Suite and a lot more Windows/Mac applications.
    Aug 14, 2014. 02:19 AM | Likes Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    Well for some Chromebooks they already are cloud-based. As said, a big school district is replacing all of their Windows based laptops with Chromebooks: http://bit.ly/1z96FZa

    These Chromebooks can run specially fine-tuned Corel Office Suite - http://bit.ly/1pOWBR8 - that offers almost all editing features of core MS Office products, and more importantly they should be able to run tons of Windows/Mac based applications through Glassware Cloud system.

    Because Dell is partnered with Sphere3D and is big on education vertical and is a major Chromebook model maker, I expect to see many more school districts following Chesterfield's footstep to replace their old PC/Mac computers with Chromebooks.

    That's just one of the forces that will push for a lot of new Chromebook adoptions and Windows/Mac lost sales.
    Aug 14, 2014. 02:17 AM | Likes Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    I highly doubt that. As said, a big school district is replacing all of their Windows based laptops with Chromebooks: http://bit.ly/1z96FZa

    These Chromebooks can run specially fine-tuned Corel Office Suite - http://bit.ly/1pOWBR8 - that offers almost all editing features of core MS Office products, and more importantly they should be able to run tons of Windows/Mac based applications through Glassware Cloud system.

    Because Dell is partnered with Sphere3D and is big on education vertical and is a major Chromebook model maker, I expect to see many more school districts following Chesterfield's footstep to replace their old PC/Mac computers with Chromebooks.

    That's just one of the forces that will push for a lot of new Chromebook adoptions and Windows/Mac's lost sales.
    Aug 14, 2014. 02:15 AM | 1 Like Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    I heard similar comments about Android phones 3, 4 years ago, but look what happened later?
    Aug 12, 2014. 04:26 PM | 1 Like Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    Apparently, I have made the choice of GOOG over APPL. I personally believe Google stock will out-perform Apple stock going forward, but you need to make your own decision.
    Aug 12, 2014. 04:14 PM | Likes Like |Link to Comment
  • Is Google, With Chromebook, Pushing Major Competitors Over The Cliff Again? [View article]
    Dear Transcript, can you point to the reliable source alleging that Chrome OS has not had even 0.1% of market share?

    Also, note that NDP's research (and most other market research I believe) calculate Chrome OS's market share basing on sales data of all NEWLY SOLD COMPUTING DEVICES, not all computing devices (including tons of outdated old desktops and servers).
    Aug 12, 2014. 04:08 PM | 1 Like Like |Link to Comment
  • Sphere 3D: A Disruptive Cloud Technology Player [View article]
    Marc,

    Great piece of analysis. Enjoy reading your article very much. As a long-term investor of this company I have grown more and more bullish about the company's prospect as they announced more and more heavy-weight news about collaboration with Cloud or software giants. I personally feel that the most likely fate of this company over the next couple years is being acquired by one of those tech giants, as we have seen plenty of mega billion acquisitions in this space lately.

    Just try to put myself in a big tech's management's shoes, and you'll see what I saw. Imagine yourself being the CEO of Microsoft (which by far still is not the innovation leader in the cloud space), Google, VMWare, or Citrix. You have billions of dollars in bank to spend; you are looking at a company of which the products are probably the most advanced, innovative, and disruptive cloud and SaaS solution ever invented on earth so far, and that formidable new commer can quickly take your major clients and hundreds of millions (or maybe billions) of your revenue away in the next couple years; that formidable rising star may also grab billions of dollars from other legacy computer fields that your organization's products haven't been able to tap into.

    You have two choices: (1) spend hundreds of millions over the next couple years and slash your R&D team hard to try to come up with a product that mimic Sphere3D's, just like decoding Coke's Cola recipe (and history suggests that your success rate is not good), or (2) try to spend $500 millions to convince Sphere3D founders to hand over their company to you so that you can spare all the troubles/headaches and start folding Sphere3D's products into your product lines and start earning billions of incremental revenue a year from this investment.

    Well if I were them I'd certainly choose #2. Forgetting all the time/effort/money/head... the risk of mission failed alone in going with #1 is simply too big for me and my company to take (just think about how quickly Samsung and HTC dethorned Motorola and Nokia and dumped them into trash can with its superior products in a matter of 2, 3 years).

    Of course, that's just my take. Again nice article. Hat off to you.
    Apr 15, 2014. 10:34 AM | 1 Like Like |Link to Comment
  • VMware Best Of The Cloud Suppliers, But Not Your Best Investment [View article]
    Dana,

    Another good article for cloud computing players. I agree with you that Hybrid cloud is the trend right now.

    Again if you haven't known the hottest cloud computing company this year - Sphere3D (Toronto Stock exchange symbol ANY.V and U.S. stock symbol SPIHF), I suggest that you take a look at it:

    http://yhoo.it/1gGthIj

    It offers both private cloud solutions and public cloud solutions and have best, new, patented cloud technologies. VMware just recently hooked up with Sphere3D:

    http://yhoo.it/1f63OsD

    It also announced major deals with Corel and Overland over the past several months and is making its highly anticipated commercial launch of cloud version of Corel Office (2nd most popular Office suite software with more than 100M user base) this month.

    I am betting that Sphere3D will be the best cloud computing investment for the next 5 years and that it will grow to be as big as VMware or Citrix (two analysts and 1 newsletter manager have covered the stock and given it both thumbs up saying that its technologies and products are as good as VMware's and Citrix's overall) provided that it is not bought out by then. Chance is that one or more of the computer giants will buy it out before long.
    Oct 15, 2013. 12:36 AM | Likes Like |Link to Comment
  • Benefitfocus's IPO And 6 More Event-Driven Investment Opportunities In The Cloud [View article]
    Citrix share plunged 12% after the company adjusted current quarter revenue and net profit estimates after market close yesterday: http://yhoo.it/18SXWOv

    Ugly, but I think the market might have over-reacted.
    Oct 10, 2013. 04:50 PM | Likes Like |Link to Comment
  • The Cloud Move That Could Pull Microsoft Out Of First Gear [View article]
    Good call and good analysis. I also mentioned Microsoft in my last article about cloud computing: http://seekingalpha.co...

    If you are interested in faster growth and bigger stock appreciation potential, take a look at company like Sphere3D (Toronto stock exchange symbol ANY) that I covered in my article.

    http://yhoo.it/16TSGwS

    http://www.sphere3d.com
    Oct 10, 2013. 03:20 PM | Likes Like |Link to Comment
  • Whither VMware? [View article]
    Good call and good analysis. The company indeed faces some short to mid term challenges and downside risks.

    If you are interested in faster growth and bigger stock appreciation potential, take a look at company like Sphere3D (Toronto stock exchange symbol ANY) that I covered in my article.

    http://yhoo.it/16TSGwS

    http://www.sphere3d.com
    Oct 10, 2013. 03:14 PM | Likes Like |Link to Comment
  • Citrix Systems - I Don't See Compelling Upside Unlike Barclay's Analysts [View article]
    Good call and good analysis. I still like the company's long term potential but indeed there are some short to mid term downside risks.

    If you are interested in faster growth and bigger stock appreciation potential, take a look at company like Sphere3D (Toronto stock exchange symbol ANY) that I covered in my article.
    Oct 10, 2013. 03:12 PM | Likes Like |Link to Comment
  • The War In Cloud Computing And SaaS Is Heating Up For VMware And Others [View article]
    A very important news regarding VMware and Sphere3D today - Sphere 3D Announces VMware Technology Alliance Partner Program Elite Membership: http://yhoo.it/1f63OsD

    In my opinion sooner or later a buyout war on Sphere3D will break out among VMware, Microsoft, Citrix, and many others.
    Oct 4, 2013. 03:10 PM | Likes Like |Link to Comment
  • Benefitfocus's IPO And 6 More Event-Driven Investment Opportunities In The Cloud [View article]
    Sphere 3D Announces VMware Technology Alliance Partner Program Elite Membership: http://yhoo.it/1f63OsD
    Oct 4, 2013. 03:07 PM | Likes Like |Link to Comment
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