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Subject:  Re: Mid-month update. What I've done and why Date:  1/19/2019  5:49 PM
Author:  PaulWBryant Number:  50659 of 68076

But then, so is Nutanix.

Care to elaborate? I agree with you on MDB. It's so much FUD. But with NTNX the reports (numbers) are complicated. The hardware extrication was one thing, but now the conversion to SaaS is really muddying the waters. Could be a good thing, of course, but it's very unclear. Non-SaaS software revenue was significantly down from last wouldn't surprise me at all to see them abandon their $3b 2021 goal. You must feel differently?

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