tex1230 Posted January 29, 2008 Report Posted January 29, 2008 bigger ouch - one of my best friends works for a small company that was bought by VMware in a stock transaction a few months ago... Quote
skategoat Posted January 29, 2008 Report Posted January 29, 2008 You want to talk ouch, look at the chart on this baby: http://finance.yahoo.com/q/bc?s=IQW.TO&t=5y&l=on&z=m&q=l&c= The classic case of a second generation CEO running a company into the ground. A truly sad story of mismanagement and incompetence. Quote
FTA2R Posted January 29, 2008 Report Posted January 29, 2008 it'll go up. it was at 120 this summer (shoulda sold it then). datacenter consolidation is huge now and VMW has a huge % of the market. Quote
Mike T Posted January 30, 2008 Report Posted January 30, 2008 it'll go up. it was at 120 this summer (shoulda sold it then). datacenter consolidation is huge now and VMW has a huge % of the market. Check out the price/sales and price/book value ratios on VMW... scary high even after today's drop. I wouldn't expect it to be trading at 120 for a while - perhaps a long while - until there is some growth (not just anticipated growth) to justify it. When a bubble is popped, it doesn't often reinflate. I too recently dealt with an "ouch" - my employer of 10 years and counting: http://finance.yahoo.com/q/bc?s=SHOR&t=1y Quote
C5 Golfer Posted January 30, 2008 Report Posted January 30, 2008 Look at NSTR -- I almost bought $10,000 worth in Oct when it was $12. Quote
Kent Posted January 30, 2008 Report Posted January 30, 2008 it'll go up. it was at 120 this summer (shoulda sold it then). datacenter consolidation is huge now and VMW has a huge % of the market. Don't count on it. Virtualization isn't a silo'd solution anymore, it's a deployment option and much larger companies are simply giving it away. VMWare needs to find a buyer or a means to increase services revenue...it's not going to come by product sales. Quote
Jack M Posted January 30, 2008 Author Report Posted January 30, 2008 VMWare needs to find a buyer or a means to increase services revenue...it's not going to come by product sales. VMWare is 80% owned by EMC. Quote
GeoffV Posted January 30, 2008 Report Posted January 30, 2008 :eplus2:time to start shorting the stock Quote
Kent Posted January 31, 2008 Report Posted January 31, 2008 VMWare is 80% owned by EMC. Yep...and yet their consulting group uses SoftGrid as their preferred solution. VMware is not an infastructure solution. It should divest. Quote
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