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DanWebzster

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DanWebzster

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Re: DanWebzster post# 87

Tuesday, 04/03/2018 2:28:49 PM

Tuesday, April 03, 2018 2:28:49 PM

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NTNX forecasted 3X current run rate by FY21 at its investor day 3/12/18

Leader in private cloud space (the lingo is hyperconverged infrastructure).

touted as highly differentiated VMW killer

MC = $8Bn EV = $7.72Bn

If markets stabilize, may be worth playing for the $100 roll.
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