$SUPER MICRO COMPUTER INC(SMCI)$ A friend high up at Dell mentioned they are losing deals to Super Micro on price. Dell is still the 800lb gorilla, but they have been raising prices dramatically. Similar situation with $Broadcom(AVGO)$ , where customers are getting squeezed on VMware pricing. People can't switch to $Nutanix Inc.(NTNX)$ fast enough.
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