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Thank you for the link to “The Register” news source Tinker.

As someone considering a position in NTNX, I sorted through some of The Register’s other articles and found additional noteworthy info. in an article written in September.

One of which is the theme of Cisco’s ambivalence to change and is how complacent they are to move on from their hardware-only based model that has made it so much $ in the past and how Cisco resists the next big thing mindset in the case of HCI with Nutanix and Pure. In addition, how Cisco puts technological roadblocks to progress that benefit the world of people and technology in the case of ANET with the Arista lawsuits.

This same resistance to move-on to the next new thing and embrace change reminds one of how Wal-Mart, Target and other big box retailers have been slow to admit the future of retail is changing from bricks and mortar stores to the internet.

“Nutanix reports record revenues for first year since going public • The Register”

“...As Cisco is now buying its hyperconverged system software supplier, Springpath, that trend might slow.

Pandey discussed Cisco and other competitors in the call. "It's about the entire operating system and increasingly it's about the same OS running on both public and private cloud side as you see from Microsoft talking about Azure and Azure Stack. And I think Cisco's current offering is very far from this. They are too focused on the form factor that [was talked] about five years ago. I think they and HP and NetApp are still playing a hardware game off HCI. I think the real game that's being played in pure software is... about the entire opening system itself."

By operating system he means a full stack embracing servers, networking, storage, virtualisation of all three and management services. Pandey only sees two companies with offerings in this area – VMware and Nutanix.”

This all serves as a a great reminder of why one should fall too in love with the notion that bigger successful legacy companies are better, safer or will always remain winners as companies or in the stock market.

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