Technology Stocks
VMware, Inc. (VMW)
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Emcee:  Glenn Petersen Type:  Unmoderated
Vmware, 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 will still control 98% of the voting shares of the company.

Company website:

SEC filings:

From the Company’s S-1, filed July 27, 2007:

“We are the leading provider of virtualization solutions. Our virtualization solutions represent a pioneering approach to computing that separates the operating system and application software from the underlying hardware to achieve significant improvements in efficiency, availability, flexibility and manageability. Our solutions enable organizations to aggregate multiple servers, storage infrastructure and networks together into shared pools of capacity that can be allocated dynamically, securely and reliably to applications as needed, increasing hardware utilization and reducing spending. We believe that the market opportunity for our virtualization solutions is large and expanding, with 24.6 million x86 servers and 489.7 million business client PCs installed worldwide as of December 2006. Our customer base includes 100% of the Fortune 100 and over 84% of the Fortune 1,000. Our customer base for our server solutions has grown to include 20,000 organizations of all sizes across numerous industries. We believe our solutions deliver significant economic value for customers, and many have adopted our solutions as the strategic and architectural foundation for their future computing initiatives.

In the eight years since the introduction of our first virtualization platform, we have expanded our offering with virtual infrastructure automation and management products to address distributed and heterogeneous infrastructure challenges such as system recoverability and reliability, backup and recovery, resource provisioning and management, capacity and performance management and desktop security. Our broad and proven suite of virtualization solutions addresses a range of complex IT problems that include infrastructure optimization, business continuity, software lifecycle management and desktop management.

We work closely with over 200 technology partners, including leading server, processor, storage, networking and software vendors. We have shared the economic opportunities surrounding virtualization with our partners by facilitating solution development through open application programming interfaces (APIs), formats and protocols and providing access to our source code and technology. The endorsement and support of our partners have further enhanced the awareness, reputation and adoption of our virtualization solutions.

We have developed a multi-channel distribution model to expand our presence and reach various segments of the market. We derive a significant majority of our revenues from our large indirect sales channel of more than 4,000 channel partners that include distributors, resellers, x86 system vendors and systems integrators. We believe that our partners benefit greatly from the sale of our solutions through additional services, software and hardware sales opportunities. We have trained a large number of partners and end users to deploy and leverage our solutions. “

Underwriters: Citi, Morgan Stanley, Merrill Lynch, Credit Suisse, Lehman Brothers, and Deutsche Bank Securities

Estimated gross proceeds: $759 to $825 million

Year ending December 31, 2006: $703.9 million
Year ending December 31, 2005: $387.1 million
Six months ending June 30, 2007: $555.5 million

Operating profits
Year ending December 31, 2006: $120.6 million
Year ending December, 2005: $93.6 million
Six months ending June 30, 2007: $93.1 million

Net profit
Year ending February 28, 2007: $85.9 million
Year ending February 28, 2006: $66.8 million
Six months ending June 30, 2007: $75.3 million
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294The press release: VMware Raises Full-Year Forecast as LicensGlenn Petersen-July 22
293VMW reports on Tuesday. A preview: Earnings Increase Expected for Vmware By Glenn Petersen-July 19
292VMWare (VMW) Earnings Report: Q1 2015 Conference Call Transcript: Glenn Petersen-April 23
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287VMW reports after the close. A preview: VMware, With EMC In Control, May Post Glenn Petersen-10/21/2014
286VMware Is Building A Dream Team Of Engineers To Knock Out Cisco
285In EMC Talks, HP Was Interested Most in VMware By Arik Hesseldahl Re/code SepteGlenn Petersen-9/22/2014
284This morning, the leading virtualization infrastructure solutions provider VMW Iinthemoneystock-7/23/2014
283The press release for the second quarter: VMware’s Quarterly Glenn Petersen-7/22/2014
282EMC Rises as Activist Firm Seeks VMware Sale By Arik Hesseldahl Re/code July 21Glenn Petersen-7/21/2014
281VMware: Piper Sees Best Product Lineup in Years For Stock That’s Gone Nowhere blJakeStraw-5/29/2014
280The press release: VMware First-Quarter Sales Gain 14% as Margins NarroGlenn Petersen-4/24/2014
279Software Eats the Data Center: VMware's Gelsinger Outlines IT's SoftwareJakeStraw-4/8/2014
278Start-Up Data Storage Firm Actifio Hits $1 Billion Mark By WILLIAM ALDEN DealBGlenn Petersen-3/23/2014
277 VMware Buys Mobile Security Firm for $1.54 Billion By WILLIAM ALDEN January 2Glenn Petersen-1/22/2014
2764:04PM VMware beats by $0.02, reports revs in-line; co will guide on the call (VGlenn Petersen110/21/2013
275VMW is up 10% in AH trading: InPlay 4:06PM VMware beats by $0.02, reports revs Glenn Petersen17/23/2013
274VMware Sells Zimbra Amid Shift in Strategy By WILLIAM ALDEN Deal Book New YorGlenn Petersen17/15/2013
273It appears that the lurch toward OpenStack is well underway. The IBM PowerVM lTigerPaw-5/31/2013
2724:07PM VMware beats by $0.04, reports revs in-line; guides Q2 revs below consensGlenn Petersen-4/23/2013
271In A Dangerous Sign For VMware, PayPal Chooses Rival OpenStack By Julie Bort BGlenn Petersen13/25/2013
270IBM Just Threw What Could Be A Knockout Punch At VMware Julie Bort Business InsGlenn Petersen-3/12/2013
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