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VMW Analysis & Videos »
VMW: Bull or Bear?
VMWare: Pull-back is Buy opportunity
VMW
+4.61%
in
62 days
Filed under: Stocks to Buy  The conventional wisdom is that virtualization software company VMWare Inc. (VMW) should be sold after a decent gain 2009, due to a likely, tepid recovery in IT spending in 2010.
However, VMW's software designed to increase efficiency and optimize performance is tough to argue against in an economy in which cost-cutting will mean almost as much as top-line growth, hence I'm reiterating my buy rating for the company, first recommended on June 5, 2009 at a price of $32.59. If you bought VMW in June, you're up about 25%.<><>Continue reading <>VMWare: Pull-back is Buy opportu...
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Virtual Revolution?
VMW
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+31.11%
in
160 days
<> What this company can do is mind-blowing to say the least and I won't be the first to say I don't 100% understand it. The jest of it; they can create virtualized hardware, folks if that’s not exciting I don't know what is?! Computers that can run multiple operating systems and sync perfectly! The possibilities are so illuminating; it almost gives me a virtual hard-on, lol.
BUY IT!
<> "VMware virtualizes all devices within the virtual environment, including the video adapter, network adapter, and hard disk adapters. It also provides pass-through drivers for USB, s...
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Short VMWare and Buy IBM
VMW
-29.88%
in
563 days
A technology trade that will be somewhat market neutral is
the combination of shorting VMWare (VMW) and being long International Business
Machines (IBM). If the market stays in a trading pattern you will be able to
profit on both the long and the short side of this trade.
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VMware, Inc. (VMW) - Worst News Is In
VMW
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+19.59%
in
565 days
After being bearish on VMware, Inc. (VMW) for quite some time now, it is interesting to see the stock off sharply this morning following the earnings release. The company reported revenues of $456 million compared to consensus expectations of $458.6 million. The non-GAAP earnings were directly in line with consensus at 23 cents for the [...]
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Management Mismanagement
VMW
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-15.41%
in
571 days
VMW develops top notch virtual technology, good enough to be the best in their space right now. That said, their management team has really done them a huge disservice in consistently missing their earnings numbers and giving poor guidance. The recent firing of their CEO bodes poorly for the company over the next year, but it is minimal compared to the prospect of Microsoft becoming increasingly competitive (at least on a cost basis) with VMware technology. Further, It wouldn't be surprising to see EMC shareholders (who own 86% of the stock) look to sell their shares and at least make a < />...
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Business Trends Healthy for VMWare, But Stock to Remain Volatile; Reiterate Buy
VMW
+16.45%
in
577 days
7/9 - "In our opinion CEO Diane Greene parted ways as the VMW Board (dominated by EMC Management) decided not to spin out VMW for now. We do not believe that the departure of Ms. Greene has anything to do with reduction in full year revenue guidance...New CEO Paul Maritz is an outsider and we feel is unlikely to command the loyalty of the existing core VMW team which would be somewhat negative for VMW."
"We believe VMW’s competitive position remains very strong and the reduction in full year guidance has no relevance with any increase in expected competition from Microsoft’s Hyper-V."
"We...
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CEO Change, Business Conditions, Spin-Off Possibility Factor Into Analyst Views on VMWare
VMW
+16.45%
in
577 days
7/9 - "Several analysts this morning actually asserted that replacing Greene with former Microsoft exec Paul Maritz should be considered a positive development for the company. “It was not a completely unexpected move,” writes Citigroup’s Brent Thill. “We believe Greene did an admirable job taking the company from zero to over $1.3 billion in 2007 revenue, but a different leader seems needed for the next leg in VMW’s story.”
"All across the Street, analysts slashed estimates on the company. Lehman’s Israel Hernandez, for instance, dropped his target on the stock to $41, from $75, and gave ...
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Too Soon for Doom and Gloom at VMWare
VMW
+16.45%
in
577 days
7/8 - "Greene's replacement is former Microsoft (Nasdaq: MSFT) bigwig and Intel (Nasdaq: INTC) executive Paul Maritz...Maritz was responsible for some of Microsoft's most successful products, such as Windows 95, Windows NT, and the entire Office line in the late 1990s. He was part of the five-person brain trust that effectively ran Redmond...After a short adjustment period, I believe that the company will get right back on the hypergrowth track again, ready to take on Maritz's former employer throwing its best stuff VMware's way."
"There are murky waters ahead, and a P/E ratio of about 67 ...
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Prospects for VMWare's Stock are Still Weak Following Recent Tumble
VMW
-16.45%
in
577 days
7/10 - "VMware, Inc. (VMW) which is 80% owned by EMC Corporation (EMC) made headlines this week when the company fired their CEO (Diane Green) and lowered their 2008 outlook. While the change in leadership may have caught many by surprise, guidance lower should have been expected given the difficult economic environment and the announcement by Microsoft Corporation (MSFT) that they will be competing in the same space. ZachStocks has covered VMW in the past as concerns over a high valuation set the stock up as a potential short. Those who held short positions in the stock this week are lik...
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VMware, Inc. (VMW) - Family Squabbles
VMW
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+3.32%
in
13 days
(closed on 07/23/08)
VMware, Inc. (VMW) which is 80% owned by EMC Corporation (EMC) made headlines this week when the company fired their CEO (Diane Green) and lowered their 2008 outlook. While the change in leadership may have caught many by surprise, guidance lower should have been expected given the difficult economic environment and the announcement by [...]
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VMware Replaces Chief Executive
VMW
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-11.46%
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579 days
Business software maker VMware Inc warned on Tuesday that 2008 revenue growth will fall short of expectations and said it has replaced its chief executive, sending its shares tumbling 30 percent.
VMware said it expects revenue for 2008 to be "modestly below" its previous forecast for 50 percent growth over 2007. It did not elaborate.
VMware, 86 percent-owned by storage equipment maker EMC Corp , is scheduled to report second-quarter results on July 22. <> Its shares fell to an all-time low of $36.55 earlier in the session before recovering a little to $38.77, stil...
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Vmware
VMW
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+7.95%
in
579 days
VMware, Inc. provides virtualization solutions. Its virtualization platform products include Player that enables individuals to run virtual machines on their desktops; Fusion, a desktop virtualization product for users of Intel-based Apple Macintosh computers; Workstation for software developers and enterprise IT professionals; Server, which enables virtual partitioning of a server; ESX Server, an enterprise-class virtualization platform that runs directly on the hardware; Virtual SMP that enables a virtual machine to use four physical processors simultaneously; and VMFS, which allows multi...
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Vmware
VMW
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+0.00%
in
2 minutes
(closed on 07/09/08)
Mware, Inc. provides virtualization solutions. Its virtualization platform products include Player that enables individuals to run virtual machines on their desktops; Fusion, a desktop virtualization product for users of Intel-based Apple Macintosh computers; Workstation for software developers and enterprise IT professionals; Server, which enables virtual partitioning of a server; ESX Server, an enterprise-class virtualization platform that runs directly on the hardware; Virtual SMP that enables a virtual machine to use four physical processors simultaneously; and VMFS, which allows multip...
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