No. of Recommendations: 1
Btw Duma, it was only mentioned in a sentence or two, but the CEO discussed how Arista is doing what Nutanix is trying to do (no did not mentio Nutanix) and that is hyperconverging public and private clouds. Given that Arista is THE cloud networking company, that only makes sense. In addition to routing, DWDN optical was mentioned, as well as a few software only products beyond routing. None, other than routing of any material contribution, but clearly intended to be material in 3 to 5 years. International has the potential to hit an inflection point at some point as well, particularly if Asian clouds want to copy American cloud companies. At present it just seems to be simmering, international growth. Perhaps it will never hit that infleciton point, but it seems like something that may very well happen, with international sales now up to 29 percent of total.

Nutanix may very well succeed with its goals, but Arista is achieving the same goals, in its sphere, with about the same growth rate, but with their own business model.

We have discussed this before. Clearly, like we see with Nvidia or Intel or Apple there is something special happening here that indicates competitive advantage that is far beyond the norm that Nutanix may have difficulty achieving. And as is usually the case with such things, it all comes down to the software ard design.

It is not a hardware thing.

Tinker
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