Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=57240Vmware, Inc. (stock symbol: VMW), a subsidiary of EMC and self-described as the “leading provider of virtualization solutions,” is scheduled to go public on August 14, 2007. The company has registered 33 million shares for sale in a range of $23 to $25 per share. After the offering is completed, EMC...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5724038013210Glenn Petersen4:07PM VMware beats by $0.04, reports revs in-line; guides Q2 revs below consensus; lowers FY13 revs guidance (VMW) 75.70 +1.91 : Reports Q1 (Mar) earnings of $0.74 per share, excluding non-recurring items, $0.04 better than the Capital IQ Consensus Estimate of $0.70; revenues rose 12.9% year/year to $1.19 bln vs the $...http://www.siliconinvestor.com/readmsg.aspx?msgid=288548954/23/2013 7:57:31 PMGlenn PetersenIn A Dangerous Sign For VMware, PayPal Chooses Rival OpenStack By Julie Bort Business Insider March 25, 2013 PayPal and eBay are yanking VMware software from some 80,000 servers and replacing it with the free and open-source alternative known as OpenStack, Boris Renski, OpenStack Foundation board member told Busin...http://www.siliconinvestor.com/readmsg.aspx?msgid=287983623/25/2013 12:29:39 PMGlenn PetersenIBM Just Threw What Could Be A Knockout Punch At VMware Julie Bort Business Insider Mar. 11, 2013, 3:15 PM|11,039| 15 IBMlast week said that it was going to use a cloud technology called OpenStack in a big, big way. This has major implications for the cloud industry and could really hurt one player in particularly...http://www.siliconinvestor.com/readmsg.aspx?msgid=287737493/12/2013 3:01:19 AMSr K2/11/13 AH 4:04PM VMware to acquire Virsto, a provider of software that optimizes storage performance and utilization in virtual environments; terms not disclosed ( VMW) 77.04 -2.15 : Co has signed a definitive agreement to acquire Virsto Software, a Sunnyvale, Calif.-based provider of software that optimizes storage ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287197022/11/2013 6:23:27 PMGlenn PetersenThe press release: finance.yahoo.com  VMW Drops 13.5%: Q4 Beats, Q1, Year Revenue Views Miss By Tiernan Ray Barron's January 28, 2013, 5:01 P.M. ET Shares of enterprise “virtualization” software vendor VMWare ( VMW) are down $13.48, or 13.7%, at $84.86, after the company this afternoon reportedQ4 revenue and ...http://www.siliconinvestor.com/readmsg.aspx?msgid=286922931/28/2013 5:49:44 PMGlenn PetersenVMW reports after the close today. A preview: Forbes Earnings Preview: Vmware By Narrative Science 1/23/2013 @ 11:54AM VMware (VMW) reports its fourth quarter earnings on Monday, January 28, 2013. The consensus estimate is 54 cents per share, up 3.8% from a year ago when Vmware reported earnings of 52 cents per...http://www.siliconinvestor.com/readmsg.aspx?msgid=286911521/28/2013 9:31:09 AMGlenn PetersenThe press release for VMW's third quarter earnings: finance.yahoo.com  VMware Earnings Beat Wall Street Expectations By PETE BARLASPETE Wed, Oct 24 2012 VMware ( VMW) sidestepped a tough technology environment. Shares of the No. 1 maker of virtualization software, a key technology for cloud computing and data...http://www.siliconinvestor.com/readmsg.aspx?msgid=2849563410/24/2012 9:23:33 AMGlenn PetersenVMware Incoming Chief Says ‘Time to Move On’ to Cloud By Aaron Ricadela Bloomberg Businessweek on August 28, 2012 VMware Inc. (VMW)’s incoming chief executive officer, Pat Gelsinger, plans to accelerate growth by expanding in software for managing computer networks and storage devices, stepping up competition with...http://www.siliconinvestor.com/readmsg.aspx?msgid=283666208/28/2012 11:03:35 AMGlenn Petersenh/t Bill Hammond Here's How VMware Will Own The Next Wave In IT Julie Bort Business Insider Aug. 3, 2012, 5:05 PM If you haven't given much thought to IT software company VMware it really is time to start. More than any other company founded in the late 1990's, VMware has changed everything about enterprise data...http://www.siliconinvestor.com/readmsg.aspx?msgid=283164518/5/2012 5:40:48 PMGlenn PetersenCisco's Virtual Challenger By ROLFE WINKLER Wall Street Journal July 24, 2012, 7:05 p.m. ET With friends like VMware, Cisco hardly needs enemies. Shares in the networking giant tumbled 6% Tuesday after VMware—a joint venture partner of Cisco's—announced that it would buy software start-up Nicira for $1.3 bill...http://www.siliconinvestor.com/readmsg.aspx?msgid=282904927/25/2012 7:51:11 AMGlenn PetersenVMware Moves Deeper Into Data Center With Nicira Buy Published July 23, 2012 Dow Jones Newswires VMware Inc. (VMW) made its largest deal ever Monday, pushing deeper into the data-center business by agreeing to acquire networking company Nicira Inc. in a deal valued at $1.26 billion. The maker of so-called virtual...http://www.siliconinvestor.com/readmsg.aspx?msgid=282871317/23/2012 7:51:21 PMGlenn Petersenhttp://www.siliconinvestor.com/readmsg.aspx?msgid=282871207/23/2012 7:44:15 PMGlenn PetersenVMware plans cloud spin out to keep up with Microsoft, Amazon and Google By Om Malik & Stacey Higginbotham GigaOm Jul. 16, 2012, 1:32pm PT VMware, a Palo Alto, Calif.-based virtualization and software company, is planning a corporate shakeup. GigaOM has learned that VMware hopes to spin out some of its cloud asset...http://www.siliconinvestor.com/readmsg.aspx?msgid=282725117/17/2012 12:23:52 PMGlenn PetersenA 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 TechCrunch 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...http://www.siliconinvestor.com/readmsg.aspx?msgid=282719497/17/2012 8:53:08 AMzaxIn 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 ha...http://www.siliconinvestor.com/readmsg.aspx?msgid=281066454/25/2012 7:56:12 PMGlenn PetersenVMW 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....http://www.siliconinvestor.com/readmsg.aspx?msgid=280908564/18/2012 5:49:27 PMMark30004/9/2012 chart and setup here is my current chart and setup for entry after earnings: [graphic]http://marklexusblogpage.blogspot.com/2012/04/vmw-chart-and-setup-492012.htmlhttp://www.siliconinvestor.com/readmsg.aspx?msgid=280675444/7/2012 7:40:08 PMGlenn PetersenVirtualization: Boon In The Datacenter, Bust On The Desktop Roger Kay Forbes 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, someti...http://www.siliconinvestor.com/readmsg.aspx?msgid=279015081/24/2012 10:19:00 AMGlenn PetersenVMW 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 con...http://www.siliconinvestor.com/readmsg.aspx?msgid=279000081/23/2012 5:05:57 PMGlenn PetersenVMW 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.http://www.siliconinvestor.com/readmsg.aspx?msgid=278913751/19/2012 3:30:50 PMPeter DierksWanna bet Goldman is wanting to reduce their VMW holdings? They might like to move some into the accounts of their customers.http://www.siliconinvestor.com/readmsg.aspx?msgid=278909531/19/2012 12:53:32 PMIngeniousGoldman 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 t...http://www.siliconinvestor.com/readmsg.aspx?msgid=278898361/18/2012 10:55:56 PMstockman_scottThe virtualization momentum of 2011 will lead to some interesting trends in 2012, involving pricing, heterogeneity, and a company’s right to choose.... esj.com http://www.siliconinvestor.com/readmsg.aspx?msgid=2781174212/8/2011 4:11:20 AMGlenn PetersenThe 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...http://www.siliconinvestor.com/readmsg.aspx?msgid=2770841810/18/2011 7:59:55 AMJakeStrawVMware, Inc.was upgraded today by analysts at Pacific Crest to an "outperform" rating.http://www.siliconinvestor.com/readmsg.aspx?msgid=275973208/26/2011 2:59:44 PMJakeStrawVMware, Inc. (VMW)was upgraded today by analysts at FBR Capital to an "outperform" rating.http://www.siliconinvestor.com/readmsg.aspx?msgid=275595738/10/2011 2:40:57 PM