Technology StocksVMware, Inc. (VMW)

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To: Glenn Petersen who wrote (249)12/8/2011 4:11:20 AM
From: stockman_scott
1 Recommendation   of 308
The virtualization momentum of 2011 will lead to some interesting trends in 2012, involving pricing, heterogeneity, and a company’s right to choose....

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From: Ingenious1/18/2012 10:55:56 PM
2 Recommendations   of 308
Goldman says "Conviction Buy" on VMW with $125 target yet Citi says "Sell"!! Who is right and who is wrong. Both cannot be correct.

Does it matter that VMW has competition or does the competition merely serve to validate the space (ie Microsoft is "reviving" a cancelled project to compete with VMW).

I am long and think this is a true enabling technology for so much yet no one sees what they are doing except at the highest order. Great proxy for all the cloud computing and smartphone apps with 1-2Gb of data.

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To: Ingenious who wrote (251)1/19/2012 12:53:32 PM
From: Peter Dierks
2 Recommendations   of 308
Wanna bet Goldman is wanting to reduce their VMW holdings? They might like to move some into the accounts of their customers.

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To: Ingenious who wrote (251)1/19/2012 3:30:50 PM
From: Glenn Petersen
   of 308
VMW may be the best play on the cloud and if EMC did not have a controlling interest if would be a prime candidate for acquisition. While I personally am comfortable with the current valuation, Peter's comments on Goldman may be spot on.

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To: Ingenious who wrote (251)1/23/2012 5:05:57 PM
From: Glenn Petersen
   of 308
VMW is up by about 5% in AH:

The press release:

VMware Q4 Tops Estimates

1/23/2012 @ 4:51PM

VMware shares are trading higher Monday afternoon on stronger-than-expected Q4 results.

The virtualization software company posted Q4 revenue of $1.06 billion, up 27% from a year ago, or 26% in constant currency, edging the Street consensus at $1.05 billion. Non-GAAP profits of 62 cents likewise topped the Street consensus at 60 cents.

For Q1, the company sees revenue of $1.015 billion to $1.04 billion; the Street has been forecasting $1.02 billion. For all of 2012, VMware sees revenue of $4.475 billion to $4.6 billion, up 20%-23%; previous consensus was $4.51 billion.

VMW in late trading is up $4.13, or 4.8%, to $90.13.

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To: Ingenious who wrote (251)1/24/2012 10:19:00 AM
From: Glenn Petersen
   of 308
Virtualization: Boon In The Datacenter, Bust On The Desktop

Roger Kay
1/24/2012 @ 9:17AM

It may be startling news, but not all virtualization technologies are created equal.

In the past decade, CIOs and other IT managers had a fantastic experience using virtualization to consolidate their servers, sometimes ending up with one-tenth the number of machines. The fully virtualized servers were bigger, but they also ran near capacity, which the old physical servers rarely did. Costs were reduced, efficiencies gained, and service levels increased.

After such a great experience, who could blame IT people for thinking they had found a panacea for every ill? Unfortunately, while virtualizing servers is a no brainer, doing the same with desktops just leads to a sinkhole of complexity, unforeseen costs, and little return on investment.

And CIOs are catching on. Four or five years ago, these empowered employees had just come off the most successful IT implementation in history: using VMware to turn thousands of servers into hundreds. They wanted to do the same thing with unruly desktops.

The primary vendors of virtualized desktop infrastructure (VDI) — VMware, Citrix, and Microsoft — told everyone that VDI would reduce ownership and security costs. It made sense on paper. With everything kept in the datacenter, IT could update a single copy of Microsoft Office and push it out to all the thin clients on everybody’s desktop.

But it turns out that those benefits accrue to something called “network computing,” of which VDI could be considered a subset, not VDI itself.

What’s wrong with VDI?

Well, first of all, the hardware involved costs 40-80% more than just replacing a desktop with a new one. The economics of PCs are so well trodden that it’s difficult for any other hardware configuration to deliver as much value at the same price.

Then, there’s the question of service level. When one desktop goes down, a single worker (two, if you count the deskside IT help) becomes nonproductive. But if there’s a glitch at the server end, 10,000 workers could be down for an unknown period of time. Building in redundancy might be a solution, but then VDI costs 100-200% more than the simple PC alternative.

ClearCube, a Texas-based specialty PC hardware and VDI software OEM, has made a decent niche business out of a form of VDI that involves a mix of PC client types that live in a rack in the datacenter. On the desktop sits a keyboard, mouse, monitor, and a “puck” (a small thin client that communicates over an IP link with the datacenter). ClearCube’s connection broker assigns requests from the desktop to either a particular rack-based client, maybe with a video accelerator operating between the two for workstation-class service, or to the next client available.

Although ClearCube has addressed many of the complexity issues that plague VDI, this elegance doesn’t come cheaply. ClearCube’s customers (e.g., the military) are more than averagely price insensitive.

And if the user doesn’t have one of those neat video-accelerator channels, he or she often must contend with irritating latency and a lack of responsiveness. A movement of the mouse is followed agonizing seconds later by a change in cursor position.

VDI also has a problematic value proposition: if the IT manager spends a big pile of money today, he or she will see an unquantifiable savings in operating expense in the unknown future.

Meanwhile, there’s a lot of work the organization must do to prepare for VDI. For example, it must take its own image of, say, Microsoft Office and publish it as a unique application.

But people need and want networked computing. And the answer may lie with the cloud, with solutions coming from Web-based applications rather than published applications or terminal services.

Web interfaces are friendlier, which fits well with the overall move toward the consumerization of IT. And everybody has a browser: PCs, phones, tablets, even the Nintendo Wii and smart TVs. By making the browser the thin client, the cloud service can address the entire world’s devices.

Using application virtualization, IT managers can take an application and wrap it in an envelope, which can talk to any OS (e.g., Google‘s Android, Apple‘s OS X, Windows Vista, Windows XP, any service pack). Most IT shops manage a corporate image, a string of bits containing a tested compilation of OS, drivers, and applications that, when laid down on a fresh hard drive, just runs. The problem is, every time Microsoft releases a service pack, the image has to be tested all over again, a process that often takes weeks or months. In the Web-based envelope model, all that has to be updated and tested is the envelope itself, a solution quite pleasing to IT, which would love to get off the validation treadmill.

This type of application streaming is available from Citrix as XenApp, from Microsoft as App-V, and VMware as ThinApp (formerly Thinstall — I guess they didn’t like the implications of the word “stall”).

These application virtualization packages are a good way to pull in regular old PCs as well as VDI.

Unfortunately, complexity doesn’t go away. It just gets shifted elsewhere. Images get bigger. There’s more to maintain, and then there’s resource contention on the network or at the server level.

So, we’re back to browsers, which ultimately offer the best solution. Browsers will get smarter and more ubiquitous and will manage and take advantage of inexpensive local resources on the endpoint (i.e., PC, phone, game console, washing machine). HTML5 will make Web applications easier and more powerful.

With the exception of expensive, integrated solutions like ClearCube, which will remain quite limited, VDI is dead meat. Many large companies that started pilots a few years ago have halted deployments. They don’t have enough bandwidth or servers. The environment doesn’t scale.

© 2012 Endpoint Technologies Associates, Inc. All rights reserved.

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From: Mark30004/7/2012 7:40:08 PM
   of 308
4/9/2012 chart and setup

here is my current chart and setup for entry after earnings:

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From: Glenn Petersen4/18/2012 5:49:27 PM
1 Recommendation   of 308
VMW is up about 3% in AH trading:

In Play 4:05PM VMware beats by $0.07, beats on revs; guides Q2 revs in-line; guides FY12 revs in-line ( VMW) 111.29 +0.80 : Reports Q1 (Mar) earnings of $0.66 per share, $0.07 better than the Capital IQ Consensus Estimate of $0.59; revenues rose 25.6% year/year to $1.06 bln vs the $1.03 bln consensus. Co issues in-line guidance for Q2, sees Q2 revs of $1.10-1.12 bln vs. $1.11 bln Capital IQ Consensus Estimate. Co issues in-line guidance for FY12, sees FY12 revs of $4.525-4.625 bln vs. $4.56 bln Capital IQ Consensus Estimate.

The full press release:

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From: zax4/25/2012 7:56:12 PM
   of 308
In what looks like the IT equivalent of the Deepwater Horizon oil spill disaster, purloined data and documents, including source code belonging to the U.S. software firm VMWare, continue to bubble up from the networks of a variety of compromised Chinese firms, according to "Hardcore Charlie," an anonymous hacker who has claimed responsibility for the hacks.


E-Mail, Source Code From VMWare Bubbles Up From Compromised Chinese Firm

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To: stockman_scott who wrote (250)7/17/2012 8:53:08 AM
From: Glenn Petersen
2 Recommendations   of 308
A shakeup at the top:

Paul Maritz Out As VMware CEO And Mentioned As Candidate For Top Spot At EMC Or Cloud Foundry Spin Off

Alex Williams
July 16, 2012

Paul Maritz
is out as the CEO of VMware and will be replaced by EMC COO Pat Gelsinger.

Maritz spent four years at VMware. It’s uncertain what he will do but rumors have swirled all day about about his departure.

CRN has a story that puts Gelsinger in charge of VMware with Maritz taking the top spot at EMC. VMware is a wholly owned subsidiary of the leading storage company based out of the Boston region.

My sources say that Maritz is also mentioned as a candidate to lead Cloud Foundry, the platform-as-a-service (PaaS) started at VMware. Cloud Foundry has had considerable growth since it started a year ago with its popularity as an open source developer friendly environment.

GigaOm reported today that VMware is considering making Cloud Foundry a wholly owned subsidiary of EMC. That has always been the hope of Cloud Foundry’s original developers. Greenplum and Project Rubicon, a joint venture infrastructure-as-a-service involving VMware and EMC, would also be part of the spin off.

But would Maritz lead that effort? GigaOm reports that potential successors include Tod Nielsen, co-president of VMware’s application platform business and Mark Lucovsky, vice president of engineering in charge of Cloud Foundry.

Maritz has roots in the open-source movement. He is a technologist who would like the challenge of developing Cloud Foundry as its own business.

His talent as a technologist led him to Intel where he developed tools for developers to build on the then new x86 platform. According to Wikipedia, he then moved on to Microsoft:

From 1986 to 2000 he worked at Microsoft, leaving as executive vice president of the Platforms Strategy and Developer Group and part of the 5-person executive management team. He was often said to be the third-ranking executive, behind Bill Gates and Steve Ballmer. He was responsible for essentially all of Microsoft’s desktop and server software, including such major initiatives as the development of Windows 95, Windows NT, and Internet Explorer. While at Microsoft, Maritz was credited for originating the term “eating your own dogfood” also known as Dogfooding.

EMC CEO Joe Tucci is planning to retire. A successor has not been named. Gelsinger is not considered to be a replacement which opens the question about Maritz. Will he be named CEO of EMC? That’s the question of the day.

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