Nutanix joining Pivotal w/ Air Force contracts?

Investment Analysis Clubs Saul’s Investing Discussions
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Here’s a Seeking Alpha article that seems to indicate that the Air Force may be using Nutanix as well.

https://seekingalpha.com/news/3366047-william-blair-analyst-…

From the link:
Ader expects Nutanix to get a $30M to $35M portion “split between product revenue and a five-year services agreement.”
Ader also believes this was Nutanix’s “largest single deal” ever, which shows “tremendous momentum” in the federal vertical.

Perhaps the pairing of Nutanix and Pivotal will both start crushing it with federal contracts?

-volfan84
long PVTL calls, NTNX shares, and NTNX calls

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No discussion on this item at all yet?

Oh well, here is another article on the Nutanix-Air Force deal.

https://www.theregister.co.uk/2018/06/26/nutanix_us_air_forc…

-volfan84
long NTNX, including a short-term and a medium-term call option position

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As a small note for anyone reading down this far, this little tidbit and the initial ho-hum reaction/lack of reaction does remind slightly of the seemingly ho-hum initial reaction to a few iQiyi tidbits from roughly early-to-mid-May of 2018.

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Hey, thanks for the info. The 2nd article had more detail. I like it! I just initiated another buy @ $48 / share. Because you never know what tomorrow will bring. :wink: If it is like March, we’ll have another down day tomorrow and Friday could go either way but by 7/3 we could be heading north bound again. Either way, I’ve been adding a little to my portfolio here and there the past 2 days and this is one I hadn’t added to just yet.

Thanks volfan84!

Jeanie

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