Punt on Nutanix and Keep Your Eye Out for Cohesity's IPO

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Mohit Aron is a truly impressive entrepreneur. He cofounded Nutanix and left before its October 2016 IPO to found Cohesity, a maker of so-called hyperconverged secondary storage (HCSS) that just received a $90 million capital injection.

And despite trading at well-below half its peak price of $44 a share, Aron is bullish on Nutanix. By contrast, Cohesity board member and retired CEO and executive chairman of NetApp, Dan Warmenhoven, is far more optimistic about Cohesity than he is about Nutanix.

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