sooooo... Nutanix... a privately held company required 11 quarters of monetization to reach a 200 mil run rate which is the basis for a 2 billion dollar valuation... Spiffy is currently one month into its 6th quarter of monetization... Nutanix competes in the hyperconverged space which is one of the areas that Spiffy competes in... and Nutanix built its brand through partnership resellers... the most important of which is Promark... remind me again who recently signed an expanded agreement with Promark for hyperconverged solutions? oh yeah... overland storage...
Docker... a privately held company... has yet to put forth a clear plan to monetize their open source container solution which utilizes the linux kernel... yet they are currently valued by some at roughly 1 billion... their relationship with MSFT has helped... who else has technology to provide container solutions and a developing relationship with MSFT? oh yeah... spiffy with GW...
Why are Nutanix and Docker valued so much higher than Spiffy even though they have less to offer? quite simple... they are private companies... and as private entities no one has a financial incentive to spread massive misinformation... or attempt to create fear, uncertainty and doubt... no one has a financial incentive to manipulate the stock price, because obviously there is no stock price... on the other hand... you and I cannot invest in Nutanix or Dockers...
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