Are you seeing any market share gain or loss since HPE launched its first joint hyper-converged product this year?

Whatever we were talking about in 2012, is what HPE is talking about in 2018 saying, 'We can get servers and attach some storage to it and hopefully this will be a good solution for the midmarket or the SMB.' Because they want to sell 3PAR and Synergy and all that stuff at the high end of the pyramid, then they want to sell Nimble in the middle of the pyramid, and sell SimpliVity at the base of the pyramid for SMB's. It doesn't work like that. You cannot hedge your way into architecture. You cannot hedge your way into transformation. You have to go all-in, which is what the largest companies like Oracle and Microsoft and Adobe had to do to transform themselves.

So the SimpliVity acquisition doesn't affect Nutanix?

SimpliVity is a little tuck-in that will now be a swim lane in HPE's portfolio. While it's good to charm the analyst, the media, the pundits, at some level if your sellers don’t have the conviction, that there's only one path forward in the re-architecture for the enterprise -- you will basically always be a 'me-too' product.