I don't like the fact that so much attention is being focused on earnings right now. Good times to invest have actually always been when nobody was interested in earnings...
is there anyone here who can give an informed opinion about nutanix?
As low as they are currently, it is actually the ideal time to get in. But I am surprised about the strong decline. In practice, I rather have the feeling to see their solutions more and more often on the market than 5 years ago. Therefore I am surprised about the crash. Does anyone here know more?
Nutanix as such has been fighting with VMware since the beginning over what nobody really talks about (because it's unsexy), but the world of information technology is based on VMware's virtualization technologies and Nutanix is a spinoff of (so the legend goes) frustrated ex-employees of VMware.
Now that Broadcom has bought VMware and the first details are emerging about what Hock Tan sees as "profitable" and what not, and which business areas he intends to divest, a stronger Nutanix would not be unlikely, especially on the German market, because: In my opinion, the focus on VMware Cloud Foundation will cause many customers to distance themselves from VMware and look for alternatives. HyperV? Maybe...Nutanix benefits from the fact that AHV is very similar to ESXi. But in the end: Don't necessarily expect an exploding return, unless Nutanix makes itself known outside of professionals like me who work with the stuff. Because: Where is the demand supposed to come from if nobody - as with VMware - knows what the company actually produces and sells?
