Wandisco Share Discussion Threads

[nimbo1] 19/7/2023 07:06

they should save another contract of at least 25k to announce on the relisting date to get us all bulled up.

[greghome12] 18/7/2023 18:35

Don’t understand-

[dudishes] 18/7/2023 14:24

Very fancy,

Does David & Jane wrt charity, ring any bells?

About to start ringing!

[al101uk] 13/7/2023 17:33

Scutable,

For the four examples that the company posted:

Xandr and GoDaddy are one off migrations for decomissioning of legacy equiment, the two others are disaster recovery solutions that will likely have much smaller deltas on an ongoing basis (copy data once, then only changes on an ongoing basis). It's typical for technology suppliers to have a high RRP on their software/services, which is then hugely discounted in the real world.

I don't think there was or is anything wrong with the solution WAND provide, it was just massively oversold to investors.

Primarily it's not an "at the edge" unique solution for IOT providers. Rather it's a simple migration tool that is able to move Hadoop data from on-premise to cloud. There are a couple of issues with that:

1. There is free software that can do the job, albeit they may not be as efficient. That software is supplied by Cloud providers among others, so not fly by night private or small cap companies.

2. Hadoop is an older open source technology designed by Apache and has mostly been superceded by Spark (also Apache) which is superior for real time processing and AI albeit more expensive.

There may be a business for WAND going forward, but if that business exists in the kind of volume WAND needs, it may still be subscale for a puiblicly listed company.

Migration tools are a dime a dozen, they all work on a bulk copy, followed by deltas and final cutover. WAND has managed to find a very small niche to sell it's unique features in to... the question still remains if that niche is big enough to support the company going forward. History would suggest it isn't.

[arthur_lame_stocks] 13/7/2023 15:36

If we're so short of simple labour, why do we need a statutory minimum wage?

[bigbigdave] 12/7/2023 12:03

Brilliant!!!

[spectoacc] 12/7/2023 11:17

ROFL

I had to glance at the RNS link to make sure that wasn't genuine.

[strange1] 12/7/2023 11:15

WANdisco (LSE: WAND), the data activation platform, today announces that Harry Brown of Oxford has subscribed for a minimum period of one month for an initial contract valued at $29.99 for WANdiscos Data Migrator product. The agreement will auto renew on the 12th of each month, and the directors are delighted to announce that their development roadmap envisages introducing proprietary functionality that will allow the company to automatically charge his credit card rather than relying on him sending a monthly cheque. Mr Brown is in the process of digitising his family photo albums and has plans to also turn on the automatic back up feature of his iphone within the next 5 years.

[cc2014] 12/7/2023 07:28

Wot no order for £6k today?

[phowdo] 11/7/2023 11:40

Some RNS's are the BoD flicking 2 fingers to their shareholders as they sail into the sunset earning millions for running a company on the last fumes left in the gas-tank.

[strange1] 11/7/2023 11:18

What are they migrating.......a backup of their ceo's holiday pictures to the South of France. When its comes to transparency someone needs to tell them that sometimes less is more.......its not even recurring.....If they were able to do this deal every day then 2024 revenue would increase by less than $3m (assuming no attrition from the underlying revenue)....I dont recall seeing anything like this.

[spectoacc] 11/7/2023 08:19

Brilliant.

Now corrected:

(Alliance News) - CORRECT: WANdisco's one-year contract with FordDirect is valued at USD7,680


Surprised WAND aren't putting the pence in too.

[amaretto1] 11/7/2023 08:19

Pence :-))

[amaretto1] 11/7/2023 08:18

The RNS is wrong Will be updated It's 7 million

[missmimz] 11/7/2023 08:15

Hilariously AN news translated the $7680 contract win to headline:

'(Alliance News) - WANdisco says one-year contract is wroth USD7.7m with FordDirect for Data Migrator product'

Looks like the rogue salesman has found a new job. :-)

[melton john] 11/7/2023 07:59

Scrutable, I asked you what is Wand's USP for world domination of data movement that they imply is theirs and theirs alone. You haven't answered that, just keep harping back to historic customers moving to the cloud. And when they've moved, what next.

[bones698] 11/7/2023 07:38

Roflmao . What's the phrase ealvery little helps but unfortunately that is a very long way short of what is needed