Replies to post #87 on Equity Field Notes from temporal sources

[DanWebzster]

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.