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XPE Lounge, page-860

  1. 7,323 Posts.
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    You are missing my point. I am not disputing the "partnership". I am disputing what it means to XPE.

    For the 3rd time, XPE is the customer; MSFT is the vendor. It is immutable.

    I have highlighted how MSFT operates and provided links to support my view. I have asked you to provide evidence or thoughts on how you view the MSFT partnership playing out for XPE if it is different to how I have described. You do not need to respond now. Take your time. Do your research. Provide something more than a generalised personal opinion. Rushing to provide a response leads to something like l'esprit d'escalier and multiple responses to 1 post.

    But all I get in return is:
    1. ASX compliance; irrelevant to my point. My initial 2-man start-up in the 1990's was able to highlight our MSFT partnership status by naming and displaying MSFT. Possibly many of the other 640,000 partners also choose to do the same, imo.

    2. Something about "THE TRUTH" which sounded like a kool-aid drinker or scientology

    3. XPE dealing with the big boys.
    Yes, I deal with them every day too, each time I use my phone and bank.

    4. "Without ADRC, do you think 5G IOT REVOLUTION amongst all companies in the world can happen?"
    I think the IoT revolution has already started and as of today, XPE have only sold $26k of product, which I assume to be development kits.

    5. "Do you think Microsoft will want to be on the sideline when the 5G IOT REVOLUTION happens with ADRC, being the revolutionary device, the systems and the clouds of other big companies such as Intel, GE, AWS etc.?"
    MSFT is not on the sidelines. They are pitching the Azure IoT Hub with a top level of 300 million messages a day which would indicate they have current or forecast demand for this level of service. MSFT has many IoT partners. Look at the links I sent earlier.

    Again, I ask you to provide something concrete on the role MSFT may play with XPE rather than as a provider of Azure and admittance to the Azure marketplace.

    Like you, I am a fan of the tech. Unlike you, I seem to appreciate the SP is under 5c for a reason and imo, it's because XPE have not released any revenue specific details. We are all still speculating what those may be and first revenues, other than JCT, was due to begin last month as per XPE guidance.
 
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