### Comment:
Avoid ntnx for a few quarters. 
  
  
 I suggest zs ttd ayx cybr or twlo

### REPLY:
hey thanks for the tip! Any reason why NTNX should be avoided?  
 I'm not getting in on TWLO at these prices.  
  
 I'll check out the others for sure. What's you favorite out of the ZS, TTD, CYBR?

### END.