I use LOGM for a lot of things and I never need their pay products? Makes me wonder if they are not giving too much away for free. Also, makes me wonder what makes folks move from the free products to the pay products?
I feel like we haven't heard much of anything new or exicting from these guys in the sense of something that will result in shareholder value.
I still think these guys would make a good buyout for someone, but as the days go by I am less and less sure.
Trying to figure out why to hold this into the future? Still for the AAPL iPad stuff? Something else? Or is it just time to sell?
If you have the time to trade this stock in either direction, you can make so much money.
Folks should really pay some attention to Sara Lee and what they have going on. JVA could be looking might tasty when they let that hungry eagle out of the cage. Tea Forte was one of their last snacks, but coffee is hotting than tea as of right now.
Let's face it, he isn't that smooth.
Let's face it, he doesn't work for AAPL.
However he does work for FIO and when he is saying "we" about apple TV, who do you think he is talking about?
Clearly AAPL TV is coming and Woz knows about it, not because they are sharing info with him due to his AAPL history, but because he is involved via FIO.
FIO is building the infrastructure Apple TV is going to be running on.
Look on YouTube where at the trade shows Fusion IO is powering like 100,000 videos from one IOMemory Card.
Buying back the shares will help close the discount gap and should also "increase" our payment in the sense that now the fund is paying itself the dividends reaped from the discounted shares it just bought.
This is easier for them to commit to than trying to raise the dividend by actually doing their jobs.
I know FIO has better products, but I wish FIO wasn't quite as techy as they are and would talk more in terms that everyone could understand. I see simple PR's from OCZ like this:
As part of this launch, OCZ will be arranging live demonstrations on-site with enterprise customers to showcase how data can be accessed by virtual machines up to 25 times faster than a traditional SAN alone, while also allowing seamless migration of virtual machines from one physical host to another without loss of access to the flash cache or a cliff-like performance drop. As an example, in virtual desktop infrastructure, VXL and the Z-Drive R4's flash based storage is able to complete boot storms of hundreds or even thousands of users significantly faster than what is achievable with typical SAN storage.
And it just makes sense. They don't use fancy names or new names for their technology. And the fact that they will demo their products onsite is HUGE! Once you see it, you will buy it. FIO needs to get this happening as well. It will help them land more of the average Enterprise folks vs. just the huge companies.
Anyway, just my 1 cent.
I was on a call with the head of the CSP program (montly licensing for hosting folks using Citrix products to deliver software as a service SaaS, or Infrastructure as a Service IaaS, and it sounds like things are on fire. He said they have over 200,000 montly licenses (between $6 and $10 per license per month), and it is growing at double digit percentages month over month. That is good reoccuring revenue from the legacy products in new offering.
Folks are using CSP to delvier Full Desktops, single applications, or whatever. Some firms are completely getting ride of their own internal systems and just using hosted solutions in the Cloud Powered by Citrix (and maybe some VMW and MSFT).
Cloudstack could get real interesting real fast too. keep your eyes on it. That could put us into the realms of AMZN, RAX and the likes, but even better because Citrix has a the best and most mature way to delvier.
Do you know when their first earnings are due out? I like this company. I like working with the former Russians over the Indians. Very different. They are way better.
It worries me that VZW is now pushing Samsung in place of the NVTL units. Not sure if this is 100% the case, but it sure seems that way. Samsung as a little deeper pockets to bribe their way in.
I hope we hear some more good news regarding the Hard Drive industry using NVTL in mass production units. That would make me feel better.
Does anyone actually know anything positive about this company? I bought this based on the new spokesfolks and promising future compaigns, but I have a few folks who work there telling me things are grim. Note: These folks drink at my local bar and are not "insiders", in the sense that they have any knowledge of the actually numbers. They have just been saying that they don't think the programs are going quite as planned. Which can also be seen by the huge discounts. If NTRI is giving you meals for $2 per meal, how much can they possibly be making on them? Their meals are pretty high quality.
Anyway, as far as I know, they could be crushing their numbers, and these discounts are just to add extra to the already good numbers, however I am very suspect at this point.
Once again, I know nothing. Looking for someone who does.
I do know that Weight Watchers, Jenny, and NTRI's commercials all look almost exactly the same. That probably isn't a good thing and probably benefits WW the most since they are the most well know of the three.
Anyway, just my 1.5 cents.
Anyone have any thoughts or ideas on where this thing is going? I have no feel for progress.
Is LOGM crushing it, or have the fallen into a rut?
CTXS - has been on fire.
Bombgar - seems like a really great company, but don't know much about them.
Webex/CSCO - A strong force, but getting a beating from CTXS.
LOGM - ???
They have great stuff, but I wonder if too many folks are just using their free stuff w/o the need to buy? I would love to hear some info from someone who knows!
Thanks in advance
Facebook spent $606 million for servers, network equipment, storage infrastructure and building the data centers to house them in.
Facebook expects to triple that spend to $1.8 billion this year.
I wonder what percent of that might go to FIO?
According to the company’s IPO prospectus:
•11,271,264 shares were unlocked December 19.
•Another 804,799 shares are unlocked February 11, 2012.
•And another 43,416,098 shares will be unlocked February 15, 2012.
The company has 86.3 million shares outstanding.
You would be wiser to own both.
XenServer is starting to take business from VMware.
However, the bigger thing to consider is that the whole pie is getting bigger, so even if they are stealing some share from one another, they are both growing.
CTXS is hot. VMW doesn't have GoToMeeting and Netscaler.
For Application Delivery and VDI CTXS still wins.
VMW is still the king of Server Virtualization.
Keep your eyes on FIO if you want to see who wins regardless of which company is the leader. Software companies shouls fear FIO because theyr products make servers so powerful that folks wont need as many thus meaning less licenses. FIO is Fusion IO. They make storage that is as fast as RAM.