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Subject:  Re: Why I sold Pivotal (PVTL) Date:  6/20/2018  9:45 PM
Author:  CMFAleeb Number:  43068 of 71982

I think the most important thing I heard during the earnings call was that the Air Force Air Operations Center was a customer and uses PCF.

The DoD is way behind the curve on cloud transition and this could be the start of an incredible growth track within the DoD and government entities.

Once companies get familiar with gvmnt contracts and get into one big deal, there's usually more to follow.

Time will tell but Pivotal is my largest holding.

I have a friend who works there. He's super smart (common sense and book smart), is a great person, and loves working there.

All good signs. I'm sure it will be volatile, but believe they bring tremendous value to customers.
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