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5i Recent Questions
- Hewlett Packard Enterprise Company (HPE)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.
- Akamai Technologies Inc. (AKAM)
- Amazon.com Inc. (AMZN)
- Cisco Systems Inc. (CSCO)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Hewlett Packard Enterprise Company (HPE)
- Nutanix Inc. (NTNX)
- Zscaler Inc. (ZS)
- VMware Inc. Class A (VMW)
- Dell Technologies Inc. Class C (DELL)
- Fastly Inc. Class A (FSLY)
- Cloudflare Inc. Class A (NET)
Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
- Hewlett Packard Enterprise Company (HPE)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?
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