Cleveland Research analyst Ben Bollin said feedback from VMware (VMW) partners remains encouraging during the April-end quarter, noting that partners expressed growing conviction that VMWare can sustain a low-to-mid-teens growth rate for several years. The analyst said he thinks 13%-15% bookings growth is likely and that consensus estimates are about 300-500 basis points too low. In the note to investors, he also said that his talks suggest Dell (DELL) appears to be increasingly standardizing the sales of Hyper Converged Infrastructure around VxRail, "frequently at the expense of Nutanix" (NTNX). Bollin has a Buy rating on VMware shares.