Wandisco Share Discussion Threads

[nimbo1] 02/6/2020 07:49

Assuming income ratchets up from here Nasdaq listing can’t be far off? (Within 12 months I mean). Unless someone buys it of course.

[superbobtaylor] 02/6/2020 07:32

Infosys tie up. More good news.

SBT

[tickboo] 01/6/2020 16:41

https://vmblog.com/archive/2020/06/01/vmblog-expert-interview-david-richards-of-wandisco-talks-livedata-platform-on-azure-microsoft-partnership-and-overcoming-obstacles-to-moving-data-to-the-cloud.aspx#.XtUhkuR4UlT

[nimbo1] 01/6/2020 14:52

Given the world we now live in wand might have delivered right on time for once with this product.

[bg23] 01/6/2020 13:06

hxxps://www.edisongroup.com/publication/launches-livedata-with-microsoft-azure/26980

[zammo_1] 01/6/2020 10:49

Hi l hope that they will reach these numbers again! Just cautious as cash is King and the revenues need to come in. Just my view

[maxim1999] 01/6/2020 10:31

I infrequently post here. I bought for the bid a couple of years ago. Then I was going for £12 . Would this still be the target from here ?Any views please fellow holders ???

[knighttokingprawn] 01/6/2020 08:36

I think this gives the stock the visibility it needed. This is a hugely significant deal with MSFT ..1. Wand code is sitting in the Azure stack 2. Msft Channel is unparalleled, 3. The Margin on business through this channel is literally click and collect, operating leverage for wand is significant.

I don’t think we should understate the effort to get to this point , the current cap table will be breathing easier today .. their fingers now well and truly off the trigger ... new money coming in.. new highs ..

[maxim1999] 01/6/2020 08:19

This news re iterates the stocks vulnerability to take over. Microsoft can't have software embedded in the platform and manage the development in the way they want.This stock will be bid for .

[martinmmcc] 01/6/2020 08:09

Nice update 'targeting an addressable market of 200-300 exabytes of data on-premise, and over the next 12 months expect to sign over 50 new customers on the Azure platform.' I had google the size of an exabytes, 1= 1000000 terabytes.

[redrag1] 01/6/2020 07:49

Lovely reading RNS. Long on detail of everything except for the ££ stuff where we get rather more opaque numbers $bn market! The share price has done brilliantly- i just wonder if the co will ever actually make any money and more pertinently whether that’s at all relative to the SP! I would bet a £5er it won’t be independent within a year.

[ralphmalph] 26/5/2020 17:59

Seeing as a lot of businesses have shut up shop for the virus, that gives a large window for upgrading their IT systems. I am wondering as to whether WAND have been having a bit of a boom time the last couple of months.

[cerrito] 18/5/2020 11:46

Of no relevance to the share price but interested to read in yesterday's Telegraph an article by Richards and Cos Boudnick the WAND VP of architecture saying that the Imperial programming was the most expensive mistake of all time.
Apparently they used Fortran which took me down memory lane.
I am dithering about buying more WAND and keep waiting for the price to come down

[jackdaw4243] 08/5/2020 17:06

Shares Investor
It would be great to hear Peter Hambro on "How not to get screwed by the Russians"

[shares_investor] 08/5/2020 14:45

WANdisco is presenting online tomorrow which may be of interest to those here -

[tickboo] 17/4/2020 17:44

@wandisco -The cloud is the place for your data when you can't BE in your datacenter. Cloud strength positions Microsoft and Amazon for growth despite IT budget delays, analysts say. geekwire.com/2020/cloud-inv... via @GeekWireCloud strength positions Microsoft and Amazon for growth despite IT budget delays, analysts sayBy Todd Bishop on April 14, 2020 at 8:47 amhttps://www.geekwire.com/2020/cloud-investments-position-microsoft-amazon-growth-despite-budget-delays-analysts-say/amp/?__twitter_impression=true

[tickboo] 17/4/2020 16:37

Get ready for the post-pandemic run on cloudWeeks of lockdown may cause a temporary economic downturn. After the pandemic is behind us we may also see a run on cloud computing "Cloud-computing providers are emerging as among the few corporate winners in the coronavirus pandemic as office and store closures across the U.S. have pushed more activity online," as reported by the Wall Street Journal.Those who pick stocks are betting on cloud growth due to the crisis, thus we're seeing this first reported in business journals. Most likely, after the crisis has gone and business hopefully returns to normal, there will be a mad rush to move to public cloud-based resources. Here's why. Business seems to change around pain. In the past weeks companies that had already migrated to public cloud had a strategic advantage over those still operating mostly in traditional data centers. Traditional data centers are the responsibility of enterprise IT, and as such they are run by human employees who have to deal with mandatory lockdowns or even self-quarantine and may not be able to operate remotely. I have a CIO friend of mine who has a down physical storage system and a direct replacement sitting next to it, shrink-wrapped and ready to be installed. So far, he can't get enough qualified staffers physically in the data center to make the swap. As a result, a major system is not operating, and they are losing millions a week.Those who have migrated to public clouds don't have to deal with such things. The virtual and ubiquitous nature of cloud computing that scared so many IT pros during the past several years is actually one of the major reasons to move to public cloud. The weakness for enterprise IT recently has been the inability to support a physical set of systems that need physical fixes by humans.As a result of all this, enterprises are feeling a great deal of pain, to the point that some may not survive. We'll see in the back half of this year a more aggressive turn towards the use of public clouds as a result of this pain. I suspect that cloud projects will move from strategic, focused systems such as data consolidation and process integration, to more pragmatic uses for business-critical systems such as inventory and logistics. Of course, there are downsides to a mass movement to the cloud that exceeds current predictions, which is what we're likely to see. The biggest challenge will be finding qualified cloud architects and cloud developers who are able to select the right cloud platforms and services. This for both net-new applications, as well as those that are quickly migrated. Most of the cloud fails I see are due to picking the wrong technology for the wrong reasons. This is most often traced back to inexperienced architects. The organizations that offer cloud solutions will likely be saturated, from the consulting firms to the cloud providers themselves. The good news is that enterprises finally understand another dimension of the value of public clouds. The bad news is that it will create a demand that will be difficult to supply for now.

[tickboo] 17/4/2020 16:33

A tweet from DR -This totally jives with what we are seeing @WANdisco. Companies are using the space created by #COVID19 to accelerate move to cloud, in some really counterintuitive places...#cloudmigration #aws #azure #cloud #hybridcloud #hybri...lnkd.in/gcGTpuchttps://www.infoworld.com/article/3534798/get-ready-for-the-post-pandemic-run-on-cloud.amp.html?__twitter_impression=true

[cokehookerscars] 17/4/2020 15:47

“The Inspector’s General [sic] final report on the JEDI cloud procurement confirms that the Department of Defense conducted the JEDI cloud procurement process fairly and in accordance with law,” a statement from the DoD read. “The IG’s team found that there was no influence by the White House or DoD leadership on the career source selection boards who made the ultimate vendor selection.”

[tickboo] 17/4/2020 15:47

It's definitely good news but I believe the DoD will mainly use Azure but will adopt a multi cloud approach given that's what most recommend which also suits wand as can use fusion to ensure it's all consistent etc. I believe the flux re being forced to wait was costing a lot a month so they're keen to get a wriggle on and budget's signed off so I assume they'll press on. Clearly fusion will be used to get all that data to their cloud so good timing with testing about to complete.

[cokehookerscars] 17/4/2020 15:36

Great news.

So does that kill any chance of the deal being pulled ?

[tickboo] 17/4/2020 14:52

Pentagon rules that Microsoft's $10bn JEDI cloud contract award was fairhttps://cloudcomputing-news.net/news/2020/apr/16/pentagon-rules-that-microsofts-10bn-jedi-cloud-contract-award-was-fair/

[zammo_1] 17/4/2020 13:11

Yes maybe trying to buy time for an order to land.

At the end of the day, Data replication and IofT is the future.

[tickboo] 17/4/2020 12:55

You can't fault their consistency for missing targets.

[bg23] 17/4/2020 09:21

a fairly short statement out this morning delaying results publication.

not the usual rah rah we'd associate with the company in any way, no explanation at all.

doesn't feel positive to me in any way even though I am a fan of the company.