XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Yesterday

NL

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 6:00 PM

Re: NTNX: How to value the company

Solved that problem in 4 seconds with a Google search after wasting time at FedEx store and Home Depot. Convert PDF to TXT, all over the internet, but not at these copy shops. Oh well, moving on...

In re: Nutanix.

Nutanix is a [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:56 PM

Re: OT:- The trillion $ question answered...

<<<The government HC system in the UK is atrocious with wait times to see a specialist that can exceed 12-18 months...>>>

In the United States, I had heart surgery done, with the daVinci to repair an issue within 3 months [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 1:18 PM

Re: NTNX: How to value the company

Chris,

The best analog is Network Appliance (NTAP). They pioneered a new file structure for storage back at the turn of the century, their "secret sauce" was software running on their mostly commodity like appliances, and they were [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:56 AM

Re: Scaleability of NTNX

https://www.theregister.co.uk/2017/06/29/netapp_hci_converge...

Always competition. NTAP has a very large installed base as we discussed with the [more]

Mon Sep 18

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 11:28 AM

Re: ANET and Tinker

Chris,

I have decided (but seem to have slipped a bit) to not make my trades public in real time like I use to. But since I did bring this one up, yes, just NVDA and ANET at the moment. I did put all my SHOP money into ANET. Reason being is [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 11:25 AM

Re: Scaleability of NTNX

Duma,

There were two important points that you have brought up, to narrow down what has been a lot of sound information from too many threads to count:

(1) if you are a hardware vendor and you need an operating system, you either go [more]

NL

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:30 AM

Re: Scaleability of NTNX

Duma,

This may or may not be the reason that the former CEO of VMWARE, now tech officer at Google is using Nutanix, and that is because AWS made a similar deal to this with VMWare:

[more]

Sun Sep 17

NL

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XMFBreakerTinker replied to the New Paradigm Investing board. 11:31 PM

Re: Scaleability of NTNX

https://www.forbes.com/sites/patrickmoorhead/2017/09/04/vmwa...

Here is a stat, VMware claimed 20,000 [more]

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XMFBreakerTinker replied to the Saul's Investing Discussions board. 8:31 PM

Re: NTNX: fast grower and a bargain price?

<<<Maxta was also making some noise at VMworld this year, directly taking aim at rival Nutanix with it's "Your Way" campaign. The company was giving out buttons with the slogan "You can't have it your way with [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 5:47 PM

Re: Canary in the Mine

Rob,

Your memory is correct. Cisco was not a canary in retrospect but prospectively. Those who really knew their stuff were falling this used market thing. I remember specifically hearing a report or 2 on it.

So like with the [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 5:17 PM

Re: Nutanix End Game

https://www.idc.com/getdoc.jsp?containerId=prUS42913717#

This is the total worldwide market for enterprise storage for 2Q of 2017. 25% of this market, and outgrowing the [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:52 PM

Re: Nutanix End Game

Or I can say it simpler. All that will be left, after spending all the money made from disrupting the industry, when NTNX can then severely moderate its sales force will be replacement servers and new additional servers each year.

That [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:44 PM

Re: Nutanix End Game

They have 25% of the 2000. Lets say they get 50% of it. And to get to that 50% they have to continue spending every penny of gross margin plus some as they currently do.

Each of their customers displaces prior software and installs Nutanix [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 1:29 PM

Re: Nutanix End Game

http://boards.fool.com/i-have-been-looking-at-nutanix-ntnx-a...

This is why Saul is Saul. Doesn't specifically answer my [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 12:30 PM

Nutanix End Game

"Can support more merchants with less incremental costs"

SHOP has a legitimate plan to turning profits, and one hopes massive profits.

This, however, is the issue with Nutanix. Of course I have examined it inside and out. [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 12:19 PM

Re: Canary in the Mine

Duma,

There was no slow down. It was suddenly hitting a wall. Memories fade for the details over time of course, but I recall Cisco suddenly hitting a wall. Thereafter the downward spiral began.

So you would have had a haircut in [more]

NL

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XMFBreakerTinker posted to the New Paradigm Investing board. 12:01 AM

Nutanix and Edge Computing

https://www.nutanix.com/go/edge-computing-for-drones.html

Nutanix, in the end, basically gets paid per processor. This means that the more processors it can enable to [more]

Sat Sep 16

NL

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:49 PM

Canary in the Mine

Before I do go biking had a quick thought.

In the internet bubble, there was a single canary in the mine as to when the bubble would burst and that was Cisco. It was Cisco because every single internet company was buying their internet [more]

NL

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:37 PM

Scaleability of NTNX

There has to be something else to do with Nutanix because these numbers do not look all that great:
Expenses = 80% of revenues.

I first took next quarters guidance and multiplied it by 4 to get a full year, and it just turns out to be a [more]

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