I assumed you knew how to google with your posts so lie I said it was the first article when you google what I told you to google on mr google head... Go google that.
there have been consistent buying leading up to previous ERs this time not so much.. Market seems to be setting the bar kinda low here, they are growing extremely fast (17% q/q last q) despite some annoying non stop posting which might lead some to believe otherwise, could be a nice post earnings run this time instead of pop before and sell off like previous Qs.
Nice to see you talkin to yourself on this board, looks pretty much like the only back and forth today, I worked all day and all night and didn't have a chance to google your article but my source came up in the first article when I googled what I told u to google so google that ok... Times up, thanks for playing.
Ok Smarty pants I googled it and I was wrong .. apparently the SSD based competition over provisions by more than 50% (I initially said almost) and still can't keep up performance wise...
Google this Dude... SSD arrays have to over provision by almost 50% and still can't keep up with VMEM on performance while doing so, go get a life and do something that doesn't involve trying to make VMEM look bad.
Pure is overpaying and you are reaching.. Nothing but speculation pal the numbers will be public in a week then what??
What I find highly amusing besides the fact that you always poo poo over anything Violin does (and is the only stock u post about) is that each and every time they add features to their award winning hardware that you said were holding them back you always look for some other reason why it's not good enough. Now it's QOS which is useful for some workloads but not nearly as useful as having the highest performance and lowest latency in an array. Only a small fraction of the enterprise array market is cloud providers which benefit the most from QOS, most are SMB's in need of shared storage and their own private virtualization. I can tell you because I have first hand knowledge that most virtualization is done IN HOUSE no matter what the size of the company, period. Your bashing is beyond anything any rational human being would think to consider, you literally seem to live for it, truly it is a sickness.
Yeah I'll accept that criticism, I was and still am an INTC fan and hated that ARMH had huge multiples vs INTC which traded at a fraction of the P/S and P/E ratios of ARMH. I just wish I understood cld9731's motives because obviously he hates VMEM.
ARMH hasn't gone up in a very long time, granted it hasn't gone down much either but does that make it a great investment? Meanwhile INTC went from low 20's to high 30's has settled back down a bit but arguably a much higher return.. I never hyped MIPS you have me confused w somebody else perhaps.
Yet another new alias, come on man you are so transparent it's not even funny.. Also, go and turn off dedup and compression on the LUNs that require higher performance such as those which contain your SQL databases. Stop spending all your time and energy bashing this great company and get a life, you are badly in need of help. ER is now less than 2 weeks away, cover and go long last Q we saw a 17% Q/Q revenue spike and this Q is likely to be at least 10% higher than that, possibly more.
Sentiment: Strong Buy
kavitha check out cld's post history you'll see he doesn't post on any other stock board and does nothing but bash VMEM. The guy has a vendetta against the company it seems he really hates it, I couldn't live my life being that negative I would rather find a company to invest in and believe in than spend all my time bashing. Not him.
Brand new alias nice and I'm real sure you actually worked for Violin too, I got your Pom poms cld9731 & one for each of your aliases too.
Also not pricing in profitability within 1 year. There is a lot that is not being priced in, seems like the better this company does the worse the stock does which makes it a coiled spring IMHO.. The shorts can only take it down so far before market forces take over.
The article from The Register had this to say while quoting KD:
"Violin will benefit from 3D NAND: "[With] products in the first half of next year ... we'll distance ourselves dramatically from anyone else using SSDs [and] the next-generation system will be a leap forward in hardware architecture.""
I'm sorry but I was not the only one who thought this meant 3D NAND product was in the pipeline for 1H15 based on this quote, it clearly puts the CEOs words in the context of 3D NAND.
Ya buddy QOS has its uses for specific workloads but again continue ignoring the facts in regard to low valuation vs peers and high growth rate, and especially performance and all the awards they win for having the best hardware available, please continue to bash and make believe you have no agenda. I don't really care if a private company who is valued at 2x or even 3x VMEM current market cap has one or two additional features, Violin has a unique architecture and so building those features requires building them from the ground up not reusing and adjustng old disk based software for their SSD based arrays. Violin controller and VIMM architecture sets them aside from the competition in terms of performance and also presents challenges when it comes to producing features, but this is a marathon not a sprint, AFA still a small fraction of the enterprise array market and VMEM still growing at a very healthy pace while adding features to their award winning hardware along the way. Their customers also can buy with confidence since they always make the OS features available for previous gen products as a free upgrade/download. I am also a software developer and engineer and have 2 decades of experience and don't appreciate you pretending like I'm a blind cheerleader I actually worked for a top software company who happens to be a big time Violin customer as well as partner recommending them to their own customers and partners. You simply can't get the same performance from a SSD array and certainly not from a hybrid, and bash all u want performance matters to a lot of folks.
Like Kavitha said QOS is useful for specific environments the ultra low latency and high IOPS of Violin AFAs ideal for data, yes some cloud providers especially resellers of VDI and virtual software may benefit from QOS but most VMEM clients need raw speed and reliability for tier 1 storage which they are ideal for. Keeping in mind AFA is only a fraction of the enterprise storage Mkt now but will be 100% in the not too distant future Violin can still grow extremely fast and have plenty of time to capture those specific clients as they migrate to flash. I believe another poster asked this but it really sticks out now, what is your agenda man?? You seriously just trying to help people here posting ALL day? I don't believe it.
Cool, more market share to come on top of the high growth already being realized by this great company once they upgrade their OS to include QOS.. Still, they are growing above 40% and likely at or above 50% Y/Y now.. Don't pay attention to those figures though, keep looking for reasons to poo poo on this great company.. Thanks.
LOLz... QOS is a band-aid for poor performing arrays, when latency is 50ms with sustained 1 million IOPS QOS is not really as necessary.. Keep bashing though, I'm sure somebody will listen and sell me their shares :)
The key thing to remember is that Violin has still been able to grow their business at a healthy pace. Now their product lineup is very attractive in terms of functionality, performance, and price.. You keep running out of reasons their competitors will beat them, now that they have the main features (and even a few extras) you are pointing at QOS as the reason?? You never seem to acknowledge they have the best performing solutions, nor do you acknowledge they are growing at over 40% Y/Y annualized. This company will prosper or be bought out, no doubt about it. Keep bashing it though, I hope you convince somebody to sell to me before earnings & after I get my tax refund.