Noticing IWEB trending the last week and today. Worth a review
IceWEB Inc. (IWEB.OB)
-OTC BB
0.15 
0.01(6.21%) 2:27PM ED
Noticre volume running 6x avg....
0.01(6.21%) 2:27PM EDNoticre volume running 6x avg....
| Day's Range: | 0.14 - 0.15 |
|---|---|
| 52wk Range: | 0.10 - 0.30 |
| Volume: | 1,783,331 |
| Avg Vol (3m): | 297,306 |
| Market Cap: | 25.98M |
| P/E (ttm): | N/A |
| EPS (ttm): | -0.04 |
| Div & Yield: | N/A (N/A) |
By Dumb LUCK I Just Discovered the PERFECT Tech Stock...In My Backyard!
You get the point.
In the context of the three gigantic $TRILLION Megatrends in Enterprise IT
1) The move to public and private cloud computing and data center based desktop and mobile applications
2) The transformative power of BIG Data Analytics and what it means to ALL companies
3) The creation of 100 PETABYTES (1024 terabytes) of data to be stored and analyzed EVERY DAY
I discovered the PERFECT tech stock last week...in my backyard of Northern Virginia...and it’s UNDER .25 a share (for now...more on that in our upcoming report later today). The company is IceWeb, Inc. and its ticker is IWEB.ob
Why do I call this the “Perfect Tech Stock”?
Let me count the ways. If I could dream up the perfect technology stock for 2012 and the foreseeable future it would be:
- A Direct Beneficiary of the 2 Most MASSIVE Mega Trends in The IT World: Cloud Computing/Storage and Big Data Analytics
- Be the low cost solution to the biggest problem associated with Cloud Computing and Data Analytics: MASSIVE Daily Creation and Storage of Unstructured Data
- Benefit from the Federal Government’s $100 Billion MANDATE to “Move Government IT To the Cloud by 2015”
- Be virtually invisible to Wall Street and technology investors
- Be RIGHT In the Middle of the MONSTER $20 Billion Feeding Frenzy of Acquisitions of Storage Solution Companies from the Monster IT Giants: EMC, IBM, HP, DELL and NetApp
- Be RIGHT In the Middle of the MONSTER Enterprise IPO’s Coming To Market
Because IceWeb, Inc. (IWEB) is PERFECTLY positioned as the low cost/high efficiency solution to the perfect storm of MASSIVE unstructured data being collected and stored EVERY minute of every hour of each day in 186 countries worldwide, I call them the “perfect stock.”
The fact that I found them SO far off Wall Street’s technology stock radar made me even MORE excited to own this stock...which I will 24 HOURS after you receive this message.
The fact that there is feeding frenzy of buy-outs in this space makes Ice Web and its lowest cost/highest performance open source storage software/hardware solution a PRIME take out play—in my mind the only question is WHEN not IF.
Why?
Here is the story of $20 BILLION in unstructured data storage hardware and software M&A in the last 12-18 months...breathtaking.
Price
|
Revenues
|
Multiple
| |||
Dell
| |||||
04/05/12
|
Make Technologies
|
Application modernization software
| |||
04/03/12
|
Clerity Solutions
|
Legacy system
re-hosting solutions | |||
04/02/12
|
Wyse Technology
|
Thin Client computing
| |||
03/13/12
|
SonicWALL
|
IT Security
| |||
02/24/12
|
AppAssure
|
Backup and Recovery
| |||
08/26/11
|
Force10 Networks
|
Storage Networking
| |||
02/22/11
|
Compellent
|
Enterprise class storage
|
960,000,000
|
147,000,000
|
6.53
|
11/05/07
|
Equallogic
|
Enterprise class storage
|
1,400,000,000
|
70,000,000
|
20.00
|
Hewlett-Packard (HP)
| |||||
09/27/10
|
3Par
|
Thin Client
|
2,350,000,000
|
217,044,000
|
10.83
|
10/01/08
|
Lefthand Networks
|
Data storage
|
360,000,000
|
50,000,000
|
7.2
|
NetApp
| |||||
06/16/05
|
DeCru
|
Storage security/Data encryption
|
272,000,000
| ||
03/09/11
|
Engenio
|
External storage systems
|
480,000,000
| ||
EMC
| |||||
11/15/10
|
Isilon
|
Storage infrastructure for cloud/Big Data
|
2,250,000,000
|
184,249,333
|
12.21
|
05/10/12
|
Xtreme IO
|
430,000,000
|
0
|
Infinity
| |
07/20/09
|
Data Domain
|
Backup and Archive
|
2,100,000,000
|
263,302,000
|
7.98
|
Breathtaking isn’t it? The storage technology feeding frenzy is as staggering as it is real.
But why the orgy of acquisitions by Tech Titans in data storage land?
Cloud Computing and Big Data Analytics. It is the daily creation of hundreds of PETABYTES (again a petabyte is one quadrillion bytes, or 1024 terabytes) of data coming from cloud computing and big data analytics. NONE of this was around 10 years...heck 5 years ago.
So how big IS a Petabyte of data in understandable terms?
- 1 Petabyte is 20 MILLION Four Drawer Filing Cabinets FILLED with Text
- 1 Petabyte is 13.3 YEARS of HD-TV Video
- 1.5 Petabytes is the 10 BILLION Photos on Facebook
- 20 Petabytes is the ENTIRE Hard Drive Space Manufactured in 1995
- 50 Petabytes is the entire written works on mankind from the beginning of recorded history in ALL Launguages and Countries
Everyday Google is creating 20 petabytes of unstructured data...Facebook I am sure creates similar amounts with 300 million photos and tens of millions of video’s posted every day.
THEN there is the move to the FREE cloud storage deals...and of course enterprise cloud computing services from Amazon (and now Microsoft and Google announcing their own competing enterprise cloud computing services last week).
And of course the IPO frenzy POST FACEBOOK for enterprise software and cloud computing companies.
Workday, Inc. will probably be the biggest among a pending batch of enterprise-oriented IPOs set for summer and fall. Then there is Violin Memory Inc. Reuters is reporting that cloud storage and collaboration concern Box.net, Inc. is looking like it's eyeing an IPO in 2013. The bankers are going to be busy now that the Facebook frenzy is over.
You and I know that EVERY tech investor is going to be looking for that "undiscovered" stock that is a beneficiary from the massive growth (and data center storage needs) from Facebook, Workday and the incredible growth of cloud storage companies like:
FREE Storage Limit
(In Gigabytes) | |
 |
5 gigabytes
|
 |
2 gigabytes
|
 |
5 gigabytes
|
 |
5 gigabytes
|
 |
7 gigabytes
|
 |
5 gigabytes
|
 |
5 gigabytes
|
For those of you who still use thumb drives and external hard drives to store your unstructured data—i.e., email, videos, pictures, music, et al...WAKE UP MAN!!! Think of cloud storage as just a no-brainer way to back up all that digital stuff. Add IN the ability to sync all your digital stuff to ALL your digital gadgets and NOW you get cloud storage.
And did I mention you get up to 7 GIGABYTES of unstructured data storage in the cloud FREE from these companies? Or that Apple has recently opened the $billon iCloud data center in North Carolina...and already has plans for at LEAST three more?
Who provides the cheapest storage box and more important the lowest cost/highest performance solution to all these public (and private enterprise) data storage centers? To all the FREE cloud data storage companies? To Facebook? To Amazon and Apple? To big telco cloud players like Verizon...AT&T...and big internal private clouds like AOL, The Federal Government, Fortune 1000 companies?
Who provides the easiest and most cost effective unstructured cloud based data storage system to the MILLIONS of companies like NBT who use Big Data Analytic software to figure out how to sell more stuff to their customers?
Which unstructured storage solution was named “Best In Class” by numerous independent IT consulting firms in 2011 and 2012? Which company is right in the middle of the 10 Biggest Tech Trends of 2012:
- Private Clouds
- Virtualization
- Social Business
- Mobile Computing
- Storage Trends
- Advanced Business Analytics
- The Personalized Web
- Video-enabled Business Processes
- Service Oriented Architecture
- Sustainability and IT
You get the point.
Bottom-line...with the new distribution deals IceWeb has recently put in place...with the new deal they have with one of the hottest cloud technology companies on the planet Fusion-IO, with new deals coming with ALL the major petabyte-a-day storage creators and private datacenters (the Amazons, Facebooks, AOLs, Verizons of the world) Ice Web is almost magically in the right place with the exactly right product at the right time.
And let’s not forget the Federal Government’s MANDATE to close over 700 of their datacenters and move ALL government IT to...the cloud. That is a $100 billion mandate over the next few years—Democrat or Republican in the White House.
What’s IceWeb worth when it gets to $50 million in sales? $100 million in revenues? We will have much more for you on IceWeb, Inc. in a later report and then complete equities research report, but I wanted you to get a HEAD START on acquiring shares UNDER .25 before all the fundamental news hits the tape about IWEB.
Sometimes it’s better to be lucky than good...I’ll take lucky and a few hundred thousand shares of IWEB any day.
Tobin Smith
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