VMWare
07-15-2007, 09:50 AM
#1
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VMWare
Anyone here looking to get in on this? 10% of VMWare is being spun off from EMC as a separate IPO. Exact date hasn't been release yet, but I expect it to be complete with in 2 months.
I guess the best way to have played this would have been to buy some EMC when they first announced that. It's gone from $13 to $19 in about 4 months.
I think VMWare is a terrific product and I will probably end up getting some of that stock sometime after the IPO settles down. Do you guys think that EMC still has some room to go up before the actual IPO or is it played out?
I guess the best way to have played this would have been to buy some EMC when they first announced that. It's gone from $13 to $19 in about 4 months.
I think VMWare is a terrific product and I will probably end up getting some of that stock sometime after the IPO settles down. Do you guys think that EMC still has some room to go up before the actual IPO or is it played out?
07-15-2007, 04:19 PM
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I was looking at EMC at $15 and decided to buy MEMC Electronics (WFR) instead. I wouldn't say it was a mistake, but I'm still waiting for a good entry point into EMC.
The VMWare spin off will be successfully. There's a lot of hype around it and if you're looking to get in then just buy EMC instead.
EMC was just downgraded and they have their earnings call scheduled for next week (Jul 24th). I'm thinking of using the downgrade to buy half my position on a pull back, and then the other half after they report earnings. ...still not sure but I'm kicking myself in the ass for not getting in at 15.
The VMWare spin off will be successfully. There's a lot of hype around it and if you're looking to get in then just buy EMC instead.
EMC was just downgraded and they have their earnings call scheduled for next week (Jul 24th). I'm thinking of using the downgrade to buy half my position on a pull back, and then the other half after they report earnings. ...still not sure but I'm kicking myself in the ass for not getting in at 15.
07-15-2007, 06:51 PM
#3
Recently, Intel invested $219 M into VMWare. Here is the Link:
http://blogs.zdnet.com/BTL/?p=5607
http://blogs.zdnet.com/BTL/?p=5607
07-30-2007, 12:24 PM
#4
Cisco invest $150 Million into VMWare.
http://biz.yahoo.com/ap/070727/cisco_vmware.html?.v=1
Anyone know when is the IPO? I heard rumors of 8/2/07 and 8/13/07.
http://biz.yahoo.com/ap/070727/cisco_vmware.html?.v=1
Anyone know when is the IPO? I heard rumors of 8/2/07 and 8/13/07.
07-30-2007, 07:29 PM
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07-30-2007, 07:57 PM
#6
Originally Posted by doopstr
07-30-2007, 10:47 PM
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this thing is going to be on fire the second it hits the market, the gap up will be huge. for the everyday investor, the prices you will be able to buy it at will be too $$$, my 
i'm going to be playing EMC in the coming weeks up to the IPO, seeing as they still will own 90% of VMWare, and their valuation should rise based on the valuation of the VMWare spinoff
i'm going to be playing EMC in the coming weeks up to the IPO, seeing as they still will own 90% of VMWare, and their valuation should rise based on the valuation of the VMWare spinoff
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08-14-2007, 03:14 AM
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Originally Posted by moonraker
this thing is going to be on fire the second it hits the market, the gap up will be huge. for the everyday investor, the prices you will be able to buy it at will be too $$$, my
i'm going to be playing EMC in the coming weeks up to the IPO, seeing as they still will own 90% of VMWare, and their valuation should rise based on the valuation of the VMWare spinoff
i'm going to be playing EMC in the coming weeks up to the IPO, seeing as they still will own 90% of VMWare, and their valuation should rise based on the valuation of the VMWare spinoff
08-15-2007, 08:13 PM
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I bought EMC a couple days ago (pre VM IPO) at 16.xx and then bought some more on the early $18 dip this morning. I put in an order at the beginning of the trading day and what I saw being support (18). I didn't think it would get filled and when it did I got so excited. I thought it was a great move and watched the stock run all the way up to $19 today!! ....and then it nose dived in the afternoon. How disappointing.
We'll see what happens tomorrow. But I'm sticking with EMC. As for VMWare I honestly believe it's overhyped. Right now it'll do well but wait until reality sets in...I think it's going to hit hard. VMWare is NOT Google ...you cannot compare how VMWare makes money to how Google makes money. It doesn't make sense. I think people don't truely know what VMWare does. It creates Virtual machines on one SINGLE machine. That doesn't make them any faster or more efficient ...they're running on ONE machine. Yes it decreases hardware requirements for having multiple machines, but companies cannot go into production with virtual pcs. Virtual PC's are simply used for development purposes. You Tube can't (or at least shouldn't) use VMWare to host multiple servers providing video content.
I don't know ...I'm just lookin to make a few bucks on the hype without the "risk" in the VMW ipo ...so far it seems I would've been better off in VMW.
We'll see what happens tomorrow. But I'm sticking with EMC. As for VMWare I honestly believe it's overhyped. Right now it'll do well but wait until reality sets in...I think it's going to hit hard. VMWare is NOT Google ...you cannot compare how VMWare makes money to how Google makes money. It doesn't make sense. I think people don't truely know what VMWare does. It creates Virtual machines on one SINGLE machine. That doesn't make them any faster or more efficient ...they're running on ONE machine. Yes it decreases hardware requirements for having multiple machines, but companies cannot go into production with virtual pcs. Virtual PC's are simply used for development purposes. You Tube can't (or at least shouldn't) use VMWare to host multiple servers providing video content.
I don't know ...I'm just lookin to make a few bucks on the hype without the "risk" in the VMW ipo ...so far it seems I would've been better off in VMW.
Last edited by rmjjensen; 08-15-2007 at 08:17 PM.
08-15-2007, 09:57 PM
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well the money to be made from the hype was all last month when emc ran up from 13-18, and then the day before when emc jumped 9 percent. sell on the spike the day that vmw went public. market's gonna be rough next 4 weeks so you might take a further hit on emc before it starts headin up more. vmw will run up a lil bit then i expect it to settle back down to around 42-45... but if it hits below 40 then i might pick some up.
08-15-2007, 10:18 PM
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EMC has been hanging in there pretty well throughout the recent market downward movement. I don't know how much longer the hype around VMWare will be able to withstand the downward pull of the "credit problems"
02-28-2019, 02:23 PM
#13
Today
Q4 2019 analyst estimates
EPS: $1.88
Rev: $2.5 billion
Q4 2019 analyst estimates
EPS: $1.88
Rev: $2.5 billion
02-28-2019, 03:28 PM
#14
$178.50 : +$6.68 (+3.89%)
After hours: 4:25PM EST
non GAAP EPS: $1.98 vs $1.88 estimate -- beat
Rev: $2.59 billion vs $2.5 billion estimate -- beat
https://ir.vmware.com/overview/press...s/default.aspx
After hours: 4:25PM EST
non GAAP EPS: $1.98 vs $1.88 estimate -- beat
Rev: $2.59 billion vs $2.5 billion estimate -- beat
https://ir.vmware.com/overview/press...s/default.aspx
VMware Reports Fourth Quarter and Fiscal Year 2019 Results
February 28, 2019
Record annual revenue of $8.97 billion, increasing 14% year-over-year
Q4 revenue growth of 16% year-over-year, driven by broad-based strength across the business
PALO ALTO, Calif., Feb. 28, 2019 (GLOBE NEWSWIRE) -- VMware, Inc. (NYSE: VMW), a leading innovator in enterprise software, today announced financial results for the fourth quarter and full fiscal year 2019:
Quarterly Review
February 28, 2019
Record annual revenue of $8.97 billion, increasing 14% year-over-year
Q4 revenue growth of 16% year-over-year, driven by broad-based strength across the business
PALO ALTO, Calif., Feb. 28, 2019 (GLOBE NEWSWIRE) -- VMware, Inc. (NYSE: VMW), a leading innovator in enterprise software, today announced financial results for the fourth quarter and full fiscal year 2019:
Quarterly Review
- Revenue for the fourth quarter was $2.59 billion, an increase of 16% from the fourth quarter of fiscal 2018.
. - License revenue for the fourth quarter was $1.23 billion, an increase of 21% from the fourth quarter of fiscal 2018.
. - GAAP net income for the fourth quarter was $502 million, including a loss of $38 million on an investment in Pivotal Software, or $1.21 per diluted share, compared to a GAAP net loss of $387 million, or $0.96 per diluted share, for the fourth quarter of fiscal 2018. Non-GAAP net income for the fourth quarter was $823 million, or $1.98 per diluted share, up 23% per diluted share compared to $657 million, or $1.60 per diluted share, for the fourth quarter of fiscal 2018.
. - GAAP operating income for the fourth quarter was $664 million, an increase of 10% from the fourth quarter of fiscal 2018. Non-GAAP operating income for the fourth quarter was $967 million, an increase of 18% from the fourth quarter of fiscal 2018.
. - Operating cash flow for the fourth quarter was $1.01 billion. Free cash flow for the fourth quarter was $946 million.
. - Total revenue plus sequential change in total unearned revenue grew 17% year-over-year.
. - License revenue plus sequential change in unearned license revenue grew 20% year-over-year.
05-26-2022, 10:06 AM
#15
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https://www.cnbc.com/2022/05/26/broa...uy-vmware.html
Broadcom announces plans to buy VMware in $61 billion deal
05-26-2022, 10:11 AM
#16
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wow i mean Samueli has money but damn... that's crazy news!
05-26-2022, 07:35 PM
#17
Sanest Florida Man
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