Red HatnAssdaq

Is this a right time to buy NTNX

With stock trading at 30% discount, is it a good buy? NTNX = Nutanix

Honeywell that1guy Mar 2, 2019

I suggest buying NTLA instead NTLA = Nutella

Microsoft MSFTBRO Mar 2, 2019

Do they offer product that’s way ahead of others? I feel like if Amazon or Microsoft just came out with similar stuff they’s tank harder. On the otherhand the valuation looks good.

New
hS3g1 Mar 2, 2019

is it really a 30% discount? or is it still overpriced?

Microsoft what is up Mar 2, 2019

I guess Blind is not the place for this: Nutanix will do really well if the thesis that the world is moving to public cloud is false. And almost everyone here is Microsoft, AWS, Google, Oracle etc. OP happens to be one of the few ones who are rooting for the opposite (companies don't move to public cloud).

Cisco bitset Mar 2, 2019

Nutanix will do well eventually. It’s a good buy

Amazon menthos Mar 2, 2019

All cloud players have to fold or merge into top 4/5. I personally don’t see a place for NTNX

VMware cittvvv Mar 2, 2019

Are you saying VMWARE is also doomed?

Amazon menthos Mar 3, 2019

I think VMWare could if they execute well survive as it has long enterprise history