Wandisco Share Discussion Threads

[tickboo] 27/12/2018 12:49

Good to see IBM producing and hopefully we'll have some more IBM win RNSs before the end of Jan. Hopefully we'll see some NPD from the joint engineering work with IBM.

[losses] 27/12/2018 10:47

Rally in a bear market??

[bamboo2] 27/12/2018 10:45

Hi battlebus2, welcome, it looks like the bottom is in, as they say!

Happy New Year all!

[battlebus2] 27/12/2018 10:10

Buying back in Bamboo, it’s a long way down from the £10 days.

[bamboo2] 27/12/2018 08:29

Needs eod close above 480 historical resistance to confirm target price 587
[Inverse H&S reversal]

[owenski] 27/12/2018 08:28

Good to see. Hopefully the news flow speeds up a tad.

[tickboo] 20/12/2018 14:53

Well the gap has certainly been filled but no bounce as yet. Too many sells.

[tickboo] 19/12/2018 17:15

Hope we get the turn tomo!

[bamboo2] 19/12/2018 16:39

Not quite, but potential turns do appear on the chart 20-21/12/2018
Historical support at approx 410 if needed.

[tickboo] 19/12/2018 16:33

Gap not quite closed then?!

[tickboo] 19/12/2018 15:46

Not far to go. Will hopefully bounce from there. Never good to buy in a gap up as they usually get filled.

[bamboo2] 19/12/2018 15:37

Breakaway gap on 13/12/2018 almost filled, but not quite, so far today.
Gap is 428-437
Guess this is a potential support zone.

[tickboo] 18/12/2018 22:02

Blog post from wand today -Today the immediate availability of analytics has become business-critical. Jagane Sundar comments on the pressures that are prompting new data strategies for cloud analytics, and how enterprises are preparing for multi-cloud environments.Andrea: Perhaps to begin with it might be helpful to understand exactly what we mean by analytics infrastructure. What is your preferred definition?Jagane: Good point. I think Robert L Grossman from University of Illinois at Chicago and Open Data Group provides a clear definition: "Analytic infrastructures [are] the services, applications, utilities and systems that are used for either preparing data for modeling, estimating models, validating models, scoring data, or related activities. For example, analytic infrastructure includes databases and data warehouses, statistical and data mining systems, scoring engines, grids and clouds".Andrea: You have commented in the past that analytics infrastructure has been evolving, and that you see a worrying trend. What is this?Jagane: Analytics are business-critical, and I think that's a given for modern enterprises. Insurers, airlines, retailers, auto-makers, and all kinds of enterprises need their analytics engines to be always up, always available, regardless of what happens to the data center. There are many pressures on keeping analytics up 24x7x365, including the challenges of managing increasingly distributed data sources and analytics teams.This almost total shift from transaction capability to analytics capability has been an appreciable change happening over an extended period.While core transaction systems have attracted significant infrastructure investment, particularly for disaster recovery and data protection, analytics infrastructure has been somewhat overlooked.Andrea: With enterprises managing increasingly distributed data stores and no prevailing strategy to protect analytics infrastructure, quite a lot is at stake. Jagane: Correct. The biggest single challenge for analytics teams and their systems is a potential lack of data availability. Whether the data is in the cloud or on-premises, traditional BI or sophisticated ML models, or experimentation environments – all this data needs proper backup capabilities. There has been enormous progress on application resilience, but not so much on data. For example, if a data center goes down, cloud providers have many recovery options to bring up recovery application instances at very short notice. But what about the data itself? Even if you can recover applications at secondary locations, do you have a complete, current copy of the data to continue operations? The major challenge is therefore ensuring that data is consistent between data centers, whether on-premises, hybrid or multi-cloud. And where analytics systems depend on that data, and the business depends on real-time analytics, working from inconsistent or old data could cause revenue loss or other impact to the enterprise.Even more worrying, cloud object stores are now the paradigm, and there is a common assumption that cloud provides sufficient data protection.Enterprises that keep all of their data analytics and experimentation in the cloud are relying on cloud-embedded replication tools. The truth is, for modern analytics, the resilience offered by batch-based or time-based copies of data will not be good enough.Andrea: Why are cloud-embedded replication tools not sufficient ?Jagane: Traditional replication solutions offer 'eventual data consistency.' In other words, data is replicated in one direction, from point A to point B, within a certain number of hours. But this kind of replication depends on a host of factors, such as busy network links and processing capacity, all of which are shared resources over which you have no control. Cloud replication solutions take snapshots of the data, and even though the snapshots might be frequent, they are immediately out of date from the very next moment. If an object store fails and the application is restarted using the most recent snapshot, it introduces problems of data consistency, which must be cured before analytics can recover.Andrea: So what are the new strategies for the evolving cloud landscape? Jagane: For both hybrid analytics and all-cloud analytics, enterprises need a new data strategy, one that can provide consistent data whether on-premises or in the cloud, even when data is changing and at very large, even petabyte, scale.What we term a 'LiveData' strategy means you can run your analytics applications on-premises or in the cloud, and obtain the same results, because the data is consistent everywhere.In practical terms, if an object store such as Amazon S3 fails for whatever reason, with a LiveData environment there is no roll-back problem; the application can use any available data source, because the data is consistent. A LiveData strategy eliminates the weakness of time-bound cloud backup and introduces near-zero RPO and near-zero RTO if there is an on-premises data outage. The key deliverable is that at any moment, data is consistent at all your endpoints, and this is the revolutionary effect of LiveData.Andrea: Could you give me an example of a customer that is protecting their analytics data?Jagane: Yes, I'm familiar with a global banking institution that had no comprehensive disaster recovery solution for its analytics platforms that were providing risk and compliance capabilities. Historically, system outages had resulted in significant reputational damage and regulatory fines, with large teams deployed to mitigate the risk. By creating a LiveData environment powered by WANdisco Fusion, they have reduced operational risk by implementing disaster recovery across all risk and compliance analytics platforms and fully protected themselves against data loss. In turn this reduces the volume and cost of regulatory fines sustained globally, and cuts the FTE headcount required to manage, monitor and provide resiliency for analytics infrastructure.­­Andrea: Great interview, Jagane, thanks very much for your time and insights!From on-premises to cloud, or across multiple cloud locations, even with multiple cloud providers, WANdisco Fusion ensures consistent data even as it changes. WANdisco Fusion enables an enterprise LiveData capability, and this is the new data strategy that is essential for mission-critical analytics.

[tickboo] 18/12/2018 20:54

Another case study tweeted from DR.Not sure if this is desperation or simply another impressive Azure case study that hasn't been RNS'd as not $1m+ and therefore material.https://lnkd.in/gbZxC9Y

[tickboo] 18/12/2018 13:39

Clutching at straws here!

[tickboo] 15/12/2018 11:41

DR tweeting this impressive case study shows what fusion can do and is for 1.2PB of data so a decent contract size of surely $200,000 or so. Micron Tech is a massive business so another great use case.https://twitter.com/davidrichards/status/1073665264024088576?s=12

[tickboo] 15/12/2018 11:11

Agreed and just look at IBM's recent acquisition as they want more of a foothold and who can blame them when Alibaba, Microsoft, AWS et al are seeing massive growth and margins quarter after quarter. I hope wand get an OEM or Azure type deal with Google.It seems Azure is smashing it and given they secured 4 contracts in 3 months (April to June) I'd expect at least 4 times that in the next 6 months so hopefully 20 in total and that should accelerate next year too. We should hear about NPD through the IBM joint engineering programme too and hopefully Alibaba are starting to impact on revenue as their products took a little more time than Azure to integrate with fusion and be sold to clients.Exciting times for sure.

[owenski] 15/12/2018 09:51

Even on a consumer level, I've noticed how things are moving to the cloud. I just bought a new laptop and picked up immediately how different it is. I can still get older style laptops with loaded programs and DvD drives, but they are much more pricey and seem to be the exception at ordinary consumer level. The one I got is a stripped down internet machine with programs via apps from cloud servers, memory is cloud back up too and machine memory data is cloud backed up too although not necessarily in real time. The guy I was speaking to works there to fund his IT studies and he said how big the move to cloud was becoming.

So I guess it substantiates the new WAND business model and I know data is the growing market that they predict, even at a consumer level I can see the evidence of that. At business level the JEDI contract gives evidence of how the future is going.

A few more proof of concept signings hopefully will underpin WANDS current and future valuations.

[tickboo] 14/12/2018 20:39

DT tweeting -https://twitter.com/davidrichards/status/1073665264024088576?s=12

[tickboo] 14/12/2018 14:38

I think it's undervalued but was saying it's easy to understand the argument suggesting it's overvalued. I can imagine they're desperately trying to close deals before YE and have no doubt they'll have a burgeoning pipeline and the fact is no-one else can compare on their tech so as the cloud providers revenues continue to impressively increase I'm sure wand will enjoy impressive quarterly revenue increases too. Glad I increased my holding by 50+% by an average of £4 or so (from 5.60 to 3.50 but most lower down) although it looked desperate buying with the daily fall. Hopefully we'll be on our way up and as you say get to £6 soon.

[knighttokingprawn] 14/12/2018 13:08

Not sure I agree re value Tick .. I think current estimates can support £6...

The risk appetite in the market 5-10 revs but 2019/20 revenue 30-50 .. sees a move to consolidate above £6 in my opinion .. think we see a lot more RNS activeity over coming weeks .. all will help. Msft relationship going really well ( imo)

[musicales] 14/12/2018 12:43

fingers crossed.