Tintri Walks like Duck, Talks like a Duck…

There’s huge pressure for large companies to modernize their IT infrastructure in the wake of the “Amazon-ification” of infrastructure by AWS.

Tintri (TNTR) is a cloud storage company trying to position themselves as an “enterprise cloud” provider. It’s a smart thing to do but fairly misleading based on their existing revenue and product mix. You can read the annotated TNTR IPO Transcript for all the details and also review the TNTR IPO . . .