Wandisco Share Discussion Threads

[tickboo] 12/10/2018 09:21

Good to see blue, maybe the market can see the US gov potential too. Hope I'm not being overly optimistic but it could be massive.

[tickboo] 12/10/2018 08:54

Not sure what that means but got another 1,000 today at 4.85.

[bamboo2] 12/10/2018 08:52

Bought a few at 481 this morning.
This is very near the tp for the prior H&S pattern [476]
Today the chart shows a potential apex based turn.

[tickboo] 11/10/2018 16:55

Agreed, either way I can't see wand not transferring the data to the cloud for them. There'll be a shed load and they'll presumably want access to it whilst it's on the move. It'd be good for Microsoft or IBM to win but it seems AWS is the front runner.

[owenski] 11/10/2018 16:11

Whoever gets it, data transfer is a likely component of the package.

The reason centres are specified at 150m apart is to make them nuclear proof plus other considerations. Data transfer would almost be a given.

[tickboo] 11/10/2018 15:44

If AWS won the contract they'd use snowball to move the data to the cloud to ensure no downtime. Surely knowing Microsoft are pitching and can guarantee live date with fusion as part of their package AWS will surely be somehow looking to include fusion as part of their pitch not just to move the data.RNS from November re Snowball.With WANdisco Fusion(R), AWS customers can use the bulk transfer capabilities of AWS Snowball to transfer both static and changing information from Big Data applications to Amazon Simple Storage Service ("Amazon S3"), with guaranteed data consistency. This avoids the downtime and cost usually involved in bulk data transfer over the network.David Richards, Chief Executive Officer and Interim Chairman of WANdisco, commented:"By using WANdisco Fusion(R) for AWS Snowball, customers can transfer large quantities of data to the cloud not only significantly faster and cheaper than if they were transferring data over the network, but also with the unique benefits of consistent, coordinated replication. This enables a truly hybrid cloud to be created with no downtime and no business disruption."

[tickboo] 11/10/2018 15:33

Microsoft.

[jackdaw4243] 11/10/2018 15:30

KTKP

What is Msft please, a new one on me.

[knighttokingprawn] 11/10/2018 15:12

Wand relationship with AWS is not that clear to me .. it’s available on marketplace and there was an announcement re “snowball̶1; .. but nothing since ...

IBM .. late close Q4 so nothing this side of year end I suspect ..

Likely Msft ! And likely a big one .

[tickboo] 11/10/2018 14:12

I'm rooting for IBM as we'd get 50% of the revenue from moving the data to the cloud but not sure thereafter. That would be multiples of their biggest circa $4m contract, could be a genuine game changer and then decent growing recurring revenues thereafter. I'll shut up for a while!

[owenski] 11/10/2018 14:10

Interesting detail about the JEDI contract -

"infrastructure to transition approximately 3.4 million Pentagon users and 4 million devices to the cloud, generate at least $2 billion a year in revenue from cloud services (a tough order, given that Google’s cloud businesses only recently broke the $1 billion a quarter mark), prove they can win certification to handle the government's most classified information (a status only Amazon currently holds), derive most of their revenue from sources other than federal contracts (disqualifying many traditional defense contractors), and ensure that their data centers are placed 150 miles apart, among many other stipulations. Viewed in their entirety, the rules suggest bids would be limited to a handful of tech giants that have made names for themselves in the cloud"

Firstly the recurring revenue for Amazon primarily, second, the fact that data centres are distributed - would argue that data transfer as a back up is critical.

WAND's use in this capacity sounds favourable. I was calculating some conservative numbers and think that WAND could easily produce recurring revenues of a couple of hundred million USD per annum in future years, this gives some idea of eventual market cap.

Needs some proof that the business case is now on track and growth rate needs to be a lot higher than the current rate just to sustain current valuation. Pretty sure it'll get there though.

Staying on the sidelines atm though.

[tickboo] 11/10/2018 13:12

Hopefully the announcement of the winning bidder is RNS'd as assuming fusion is used it'll be more than a little material!

[vanadiumx] 11/10/2018 12:50

It would be remiss if it wasn't. This is why WAND sits in a great place. Whichever of the majors was to win this contract, WAND (will) should be involved.

[tickboo] 11/10/2018 12:37

No worries.Do you agree that fusion will be part of the mix assuming AWS, Azure, IBM or Oracle land the deal?

[vanadiumx] 11/10/2018 12:22

V v interesting. Thanks for posting

[nimbo1] 11/10/2018 12:18

i wish jackdaw - suffered plenty. just not on wand.

[tickboo] 11/10/2018 12:13

I know what you mean but investors and fund managers are also forward looking. Sure the accounts look messy but the recurring revenue model with better visibility/forecasting is attractive. Also, that kind of massive contract is surely up wand's street given the importance of the data and the front runners who are pitching use wand's tech. I obviously have no idea at all what that kind of contract would be worth to wand, firstly to move the data and then to ensure it's consistent once it's in the cloud but it will clearly be a much larger deal size than anything they've seen before and may ever see!

[jackdaw4243] 11/10/2018 12:02

tickboo with your holding I can understand you looking into the "Crystal Ball" however most investors are looking at the "History Book" and they are counting what the have left not what they had.

nimbo's timing perfect again ;-}

[tickboo] 11/10/2018 11:40

Sorry to dominate the board but the more I read articles on the US gov's move to the cloud the more I believe this will benefit wand and could be their biggest contract, ever.

[tickboo] 11/10/2018 11:27

The contract could be up to $10bn and if AWS or Microsoft Azure win it they'll surely be using fusion to move the data to the cloud and then making sure it's live and accurate so recurring revenues?The Joint Enterprise Defense Infrastructure contract is a massive undertaking that aims to transform the U.S. military's information technology infrastructure by moving vast amounts of its data to a cloud computing platform. The contract would also see the DOD make extensive use of the winning company's computing technologies, which include various AI systems.

[tickboo] 11/10/2018 10:50

That was published 2 days ago.

[tickboo] 11/10/2018 10:50

Surely this is good news for wand as Azure or AWS are the front runners and they'd be using fusion. Oracle and IBM also bidding.Google LLC said today it no longer wants to compete for a massive cloud computing contract for the Department of Defense that could be worth as much as $10 billion for the winning bidder.The company, which is in a pitched battle to catch up to cloud leaders Amazon Web Services Inc. and Microsoft Azure, said it's dropping out of the race for the contract because of a conflict with its principles on the ethical use of artificial intelligence.The Joint Enterprise Defense Infrastructure contract is a massive undertaking that aims to transform the U.S. military's information technology infrastructure by moving vast amounts of its data to a cloud computing platform. The contract would also see the DOD make extensive use of the winning company's computing technologies, which include various AI systems.Google's decision not to make a bid comes months after it faced severe backlash from its employees thanks to its participation in another military program called Project Maven, which involved using AI to identify targets for drone strikes. More than 3,000 of Google's employees signed a letter asking Chief Executive Sundar Pichai to end the company's involvement in the project. Following that, it announced it would not be renewing that contract when it expires.The unrest also prompted Google to release a set of guidelines about how it would use its AI technology going forward, ruling out most military applications.A Google spokesman said in a statement obtained by Bloomberg that the company is "not bidding on the JEDI contract because first, we couldn't be assured that it would align with our AI Principles.""And second, we determined that there were portions of the contract that were out of scope with our current government certifications," the spokesman added.The bidding process for the JEDI contract has come under scrutiny because of its large size and the fact that the Pentagon wants to award it to a single bidder rather than share it among several providers. It's widely believed that AWS is the favored candidate to land the contract, though rival firms Microsoft Corp., IBM Corp. and Oracle Corp. are all expected to tender bids.Oracle actually kicked up a fuss earlier this year, filing a formal complaint in July that challenged the Pentagon's decision to award the contract to a single bidder. The company argued that sharing workloads among cloud companies is a common practice that "promotes constant competition, foster innovation and lowers prices."The Government Accountability Office is expected to make a decision regarding Oracle's complaint by Nov. 14.For its part, Google told Bloomberg that it also supports the idea of splitting the JEDI contract between multiple providers, and that it would have submitted a bid on those terms.The Pentagon's decision makers could well come to regret Google's decision to drop out, as its AI technologies are considered by many to be probably the best in the world at the moment, said Holger Mueller, principal analyst and vice president of Constellation Research Inc. He told SiliconANGLE that Google's decision was interesting in light of other companies' threats to sue the government over a lack of inclusion."AI is becoming weaponized quickly and the fact that the company with the most advanced AI platform isn't in the bidding could become a national security concern," Mueller said.Still, Google's decision to pull out was probably a smart one given that its chances of landing the contract were pretty slim, a second analyst said. Rob Enderle, president and principal analyst of the Enderle Group, told SiliconANGLE that although Google seems to be listening to its employees, it would have been a big ask to obtain the necessary security certification it needs to win the contract, especially in light of the latest breach around its Google+ service."So they were wise to walk away from this," he said, "There is lots of internal drama and they out of compliance anyway, making the odds bad on all fronts."The deadline for cloud providers to submit their bids for the JEDI contract expires next week.

[owenski] 11/10/2018 10:13

Losses, was that meant for me?

[losses] 11/10/2018 10:12

I have had 400 target for many months now but may lower it further depending on wider market ...