Wandisco Share Discussion Threads

[bamboo2] 30/11/2020 09:03

We will need to see an eod close above 497 for a meaningful breakout.
support remains at approx 440

[bamboo2] 30/11/2020 08:36

Good to see Azure named in the RNS and that it is a job in this financial year.

Chart continuing to make a base.

[knighttokingprawn] 30/11/2020 07:46

You should -

It’s a milestone IMO .. the Ms channel and the mission critical nature and scale of the contracts are the bull case from here

[bg23] 30/11/2020 07:25

Things are hotting up. by far the largest single contract announcement to date.

WANdisco Plc $3m initial Azure contract with major US Telecom

i'm getting quite optimistic for '21

[bamboo2] 19/11/2020 08:30

Until they start publishing the KPI's in 2021, rnsnon will probably be the route they are going to use to inform shareholders.

I found it interesting that this contract is ongoing in nature, rather than a one off.

Also, it's another from AWS. Makes me wonder if Azure plan to limit publicity?

[owenski] 19/11/2020 08:09

Hmmm, if this was material news it wouldn't be issued as an RSNON

[tickboo] 19/11/2020 08:00

Good to see but not a material amount. Many more needed from where that came from!

[molatovkid] 19/11/2020 07:18

Another contract RNS!

[bamboo2] 06/11/2020 09:11

knightt, some more notable dates appear on my chart for next week.
9,11 & 13 all showing potential turns.
It could be Wands Wild Week.

Hope in a good way!

[thesasquatch] 05/11/2020 10:32

WAND hosting a panel discussion today



"Key drivers of large-scale data migrations
Migration issues and how WANdisco has solved these problems for always-on enterprises
GoDaddy’s platform modernization to AWS
The “other guys’” approaches to migration
What the astounding future of cloud data migration looks like – here and NOW!"

[bamboo2] 29/10/2020 14:14

bg, Thanks for posting.

KPI's start in 2021

DR, if you're reading, between now and then, we want a long list of new customer RNS's please!

[bg23] 29/10/2020 10:43

edison today:

hxxps://www.edisongroup.com/publication/microsoft-azure-launches-livedata/28107

[bamboo2] 28/10/2020 17:36

Link to MSFT Blog post launching the service.

[redrag1] 28/10/2020 10:00

Great post - its quite interesting to se the market yawn as Wand finally produces evidence of what it has promised...and I think DR has no more lives to live if he fails to meet management forecasts next time! So I have bought a few more this am amidst the carnage. The cloud would appear relatively unscathed from mere human viruses!
As for T Rowe selling - we can never tell why - maybe a change in analysts coverage, a change in PM or just bored with the company forever failing to meet expectations. They are humans after all!

[knighttokingprawn] 28/10/2020 09:24

Bamboo that’s a fair point.. every seller has a buyer .. it suggest that we need to clear T Rowe our to make head way .. once a PM starts selling he very often has jumped a wall of worry and has emotional disconnected from the position. Timing is awful , but capitulation here would fit with the story for stocks like Wand .. so much to love on this one .. arguably never should have been a public company .. but it’s hard to argue that DR has not done an amazing job at pivoting this company .. Hadoop died on the vine a couple of years ago .. Wand is no relevant again .. same technology correctly aligned use case , biggest channel partner in the world — sitting in their stack .. what more of an invite to a party would shareholders want?

[bamboo2] 28/10/2020 08:32

knightt, The positive thing about T Rowe is that a buyer will have been lined up to take that volume.

Market seems to be ignoring the potential. I would guess waiting to see some cash!

[molatovkid] 28/10/2020 08:18

Sounds like a company make to me....the age of big data ain't going anywhere.

[knighttokingprawn] 28/10/2020 07:54

Bamboo , thats the news you were looking for. This is significant. I think there is a lot of natural demand out there , and one of the key issues has been solved “the complexity of the sale “ ... it still remains to be seen as to whether this really will be a click implementaion... but both MS and WAND have invested a great deal to make it so...... dissappointing to see T rowe capitulate at this point.. doesnt make sense to me given the journeyto here... many more obvious points of sale in the past.... but once again reminds ... we all have to make up our minds on what we the facts are , and how we should then interpret them.... option value just went up significantly IMO

[bamboo2] 27/10/2020 08:30

Hi knightt, Thanks for the confirmation.

Not the type of news I was hoping for, so far this morning, although volume is always good.

[knighttokingprawn] 27/10/2020 07:07

Yes Bamboo that maths is correct. Whether the view from Richards is correct remains to be seen. But DR has argued that the market for large scale data transfer ( petabyte scale data transfer ) is multi billion.

[bamboo2] 26/10/2020 11:23

I'd be quite keen to know if there is any validity in post 318, as I am not confident dealing with large figures. Opinions welcome! :-)

My chart suggesting key date tomorrow, 27/10/2020, so news is possible.

[bamboo2] 25/10/2020 15:02

When I was working in the Computer industry in the 1980's I was dealing in megbytes, so I find some of the figures discussed in this article from the summer 2020 quite hard to comprehend! Have I got my decimal point in the wrong place?



"Microsoft and WANdisco are initially seeking 50-plus customers with 200-300 exabytes of data on-premises that could migrate to the Azure cloud."

Is DR really suggesting 20,000+ Petabytes at $300,000 per Pb?

That's $6,000,000,000?

[knighttokingprawn] 20/10/2020 08:20

They have indeed started. Very important that this deal is in the AWS channel..

Won’t be lost on Msft.

[bamboo2] 19/10/2020 15:50

max, they have to start somewhere!

[maxim1999] 19/10/2020 13:52

Hence the muted response to today's news?