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 Technology Stocks | VMware, Inc. (VMW)


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From: Glenn Petersen7/19/2011 9:04:25 AM
2 Recommendations   of 284
 
VMW reports after the close. According to Yahoo, the consensus estimates are $872.96 million in sales and EPS of $.47.

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To: Glenn Petersen who wrote (245)7/19/2011 5:11:28 PM
From: Glenn Petersen
   of 284
 
VMW beats the consensus estimates; the shares are trading about $6 higher in AH.

InPlay 4:09PM VMware beats by $0.04, beats on revs; guides Q3 revs above consensus; guides FY11 revs above consensus (VMW) 106.02 +5.24 : Reports Q2 (Jun) earnings of $0.51 per share, $0.04 better than the Capital IQ Consensus Estimate of $0.47; revenues rose 36.8% year/year to $921 mln vs the $873.5 mln consensus. Co issues upside revenue guidance for Q3, sees Q3 revs of $915-940 mln vs. $898.75 mln Capital IQ Consensus Estimate. The third quarter non-GAAP operating margin is expected to decline sequentially by 260 to 360 basis points. Co issues upside guidance for FY11, sees FY11 revs of $3.65-3.75 bln vs. $3.63 bln Capital IQ Consensus Estimate.

The full press release:

finance.yahoo.com

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From: JakeStraw8/10/2011 2:40:57 PM
   of 284
 
VMware, Inc. (VMW) was upgraded today by analysts at FBR Capital to an "outperform" rating.

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From: JakeStraw8/26/2011 2:59:44 PM
   of 284
 
VMware, Inc.was upgraded today by analysts at Pacific Crest to an "outperform" rating.

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From: Glenn Petersen10/18/2011 7:59:55 AM
   of 284
 
The third quarter press release:

finance.yahoo.com

VMware Q3 Tops Estimates; But Shares Sell Off After Hours

Eric Savitz
Forbes
10/17/2011 @4:38PM

Virtualization software provider VMware this afternoon posted Q3 revenue of $942 million, with non-GAAP profits of 53 cents a share, topping the Street consensus at $929.4 million and 50 cents. Revenue was up 32% from a year ago, or 30% in constant currency.

“VMware’s third quarter results were driven by growth across all products,”CFO Mark Peek said in a statement. “Demand was especially strong in the Asia Pacific markets and we also experienced the seasonal impact of sales to the U.S. Federal Government.”

For the fourth quarter, the company sees revenue of $1.03 billion to $1.06 billion; the Street has been expecting $1.03 billion.

In late trading, VMW is down $4.03, or 4.5%, to $85.49.

forbes.com

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To: Glenn Petersen who wrote (249)12/8/2011 4:11:20 AM
From: stockman_scott
1 Recommendation   of 284
 
The virtualization momentum of 2011 will lead to some interesting trends in 2012, involving pricing, heterogeneity, and a company’s right to choose....

esj.com

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From: Ingenious1/18/2012 10:55:56 PM
2 Recommendations   of 284
 
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 284
 
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 284
 
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 284
 
VMW is up by about 5% in AH:

The press release:

finance.yahoo.com

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.

forbes.com

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