Submitted: Jul 9, 2008    Views: 125    Comments: 2    Likes: 1   


View Article: http://www.savingtoinvest.com/2008/07/vmware-another-dot-com-sequel...



1

Email this story Email to someone | Print Story Print Content | Add to reading list

Comments Received:

JRodgers

I suggest that you speak with some folks who understand the technology (I don't). You may be right, but there is no shortage of people in the valley and on the street who think VMWare's virtualization technology has real prospects. These days, everything is being taken out back and shot for any reason. The CEO leaving may or may not be a cause for concern.

Posted: Jul 9, 2008

Author/Submitter Response:

I think VMware has a great product and is best of breed. The problem is that it has become commoditised (standard) and so they are losing pricing power (and hence lower revenues)as more an more competitors come in to the market at lower price points. CEO leaving before earnings is a concern I was an investor. A

AronLiv
AronLiv

At this price, VMWare is going to acquired by Cisco. They had tried to buy it from EMC before it went public. Heck, John Chambers is probably even considering just taking EMC over. The only challenge is that Chambers doesn't like to go hostile and EMC isn't going to be a willing seller.

Posted: Jul 9, 2008

Author/Submitter Response:

Good analysis. I think EMC may hold off on spinning off VM Ware until the news around the company improves.



Add Your Comments:

Your Name:

Spam protection control:


Financial products of all nature bear inherent risks and this website is not a financial advisory service; it is a forum for users to share and to compare notes and observations on financial publications. The website provides, free of charge, the technical and logistical apparatus and the medium for users to share and to publish financial information and to comment on publications. As such, the website’s operator can not and does not take responsibility for information, observations or opinions of any sort or nature provided by third parties with whom it is not affiliated who use the website to publish, to comment or as a means of solicitation. Users are specifically warned against following any advice related to specific instruments, including, but not limited to, equity securities, that may be provided by other users directly on this site or on web pages to which other users have provided links on this site. BestCashCow.com can not and does not check or verify the qualifications and credentials of users who publish or comment on this site or on linked pages. Users should seek personalized advice from qualified professionals regarding all personal financial issues and evaluate the risks and applicability to their own circumstances of each financial product discussed regardless of who the publisher is or purports to be. Should you, through your use of this site, identify an individual or organization purporting to offer personalized advice, you bear all responsibility to ensure that the individual or organization has the qualifications that they may represent on the website, and that their advice is appropriate for your circumstances. On certain webpages, BestCashCow.com provides information related to rates on US-based savings accounts, CDs, short-term government bonds, and other US cash equivalent securities, also free of charge to internet users for their independent use. The accuracy of this information is not guaranteed, and the information, like all other information on this website, should not be construed to provide investment advice, nor to endorse a financial product of any sort.

© 2007 BestCashCow.com, LLC. All Rights Reserved. Terms under which this service is provided to you. Privacy Policy.