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31/12/14

17:37

Post #: 14523697
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Originally posted by Tylemahos ↑

Ta PB. And sheesh what is the world coming to if I'm considered an expert on something!

The awards it's won peaked my initial interest. Didn't do much with it under its previous ticker - but had a different mindset then. Admittedly, I never bought the cloud 'gimmick' generally on any stock touting it or enabling it. But since then and now some big reporting on cloud (SaaS specifically) has come out of the US - the big boys are into it bigtime. Companies like SaleForce have taken too much market share from the 'traditional' software vendors - and clearly they're a little red faced and angry about it. Big boys were very slow to take up cloud (in the form of SaaS) - my thinking is they won't be anywhere near as slow with PaaS and IaaS.

Which to me means PaaS and IaaS are looking more likely to go to SaaS model - subscription based and portability where the customer now does the integrating - not IT&T providers like system integrators and others that customise core out of the box software (i.e: SIs).

Would love John's opinion on it to be honest - mostly because he had the same skepticism toward CVT I had - schools out on whether we have it right - but we were right to be concerned about it given how that traded. But you're right - seller(s) are clearly there. Apparently this happens a lot after relisting - some seeds just want out. Already up circa 30% on it - so riding it out to see if it can get on with it. Doing it the 'Hairy' way this time round as CVT gave me a stomach ulcer - worried about worrying and all that.

Need to see sales - or at least some information confirming that there are potential customers out there trialing it. January 2015 some news due on that front. Maybe after a bit more trading Jako can do one his effort vs reward wyckoff crystal ball analysis on it (and Pilsner can join in with his version of it). Welcome to the matrix of HC Pils.

G'luck for the New Year peeps.

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Tylemahos, thanks, I feel strangely at home. To be perfectly honest with you I have always found myself intimidated by the thread title. I have a very simple brain......not sure if I can trust it myself let alone have its thoughts publicised.

I owe you a response to a recent post.... I will backtrack and compile....appols

Wising all who post on here the very best of the best for the new trading year ahead.

XSO Value at posting: 2,044.4
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