I’ve seen several debates going back and forth recently on the specifics of HCI, data centers, and IOT. I’m certainly not a technical expert as many here are, but here are a few links and updates I’ve been following recently. The first one is certainly worth a skim for all the non-technical folks (and others too):
1) Top 20 Enterprise Cloud FAQs
This is definitely written in corporate-speak, but it certainly gives a good overview of many of the topics/questions recently brought up on this board. Net net, everything will be “enterprise cloud” in the long-run. I think the first paragraph sums it up well:
“According to a recent IDC study, 82% of enterprises expect to use three or more clouds by 2020, including private, onpremise, virtual private clouds, and shared public cloud services from a number of
providers. Ideally, there’s one cloud that serves as connecting sinew for all other clouds, and can easily run different workloads in the cloud they’re best suited for. This brings us to Enterprise Cloud. Enterprise Cloud gives you a single point of control to manage IT infrastructure and applications at any scale.”
Worth a quick read if you’re interested:
*I believe it’s publicly available, if not, you probably just have to sign up for their mailing list.
2) Nutanix Community Podcast - Latest episode on Xi IOT and Xi Edge Computing
There are a few interesting episodes, but they do a pretty decent job of staying at a medium-level of technicality (at least enough so I can follow). There were a few interesting use cases (e.g. toll processing without transponders), but suffice to say that so much more data will be processed at the edge (ahem, NVDA and NTNX).
3) Next conference in London
I’ve never been to a Nutanix conference, but looks really fun! This takes place on 11/27-29, and my guess is with Deeraj giving the keynote, this is where they will announce the much anticipated unveiling of Xi.
They are also reporting earnings on the 29th, so it will undoubtedly be a really interesting few days (at least for me)…
4) Dheeraj getting 100,000 RSUs at $80 per share
“Mr. Pandey also received a grant of 100,000 RSUs (the “ Performance RSUs ”) that may vest based on the achievement of an average stock price of $80 over an approximately 4.5-year performance period (the “ Performance Period ”), and subject to Mr. Pandey’s continuous service to the Company on each vesting date.”
Seems like someone is expecting the price to be at least $80 sooner than later. Also sets a target for potential buyout (although, I don’t think NTNX will sell anytime soon).
P.S. And for the record, haha, I usually own/trade between 8-12 stocks. I’m just particularly obsessed with NTNX these days, at these prices…