This Week

28 de ago. de 2017The expected upside breakout in NTNX should take place this week. I don't know what the catalyst will be but expect the first salvo in an upcoming bidding war to be fired soon. That should start with an opening bid between 28-30. As others engage we should eventually see a deal price between 37(if management lowballs with a private equity deal) up to 45-50 if multiple cororate bidders emerge. I believe because of the weakening dollar companies such as Softbank & SAP would have an advantage. BUY!