VMW : Analysis & Opinions

  1. A Billionaire Activist Could Spark This Bargain Stock To 30% ...

    August 4, 2014
    Today, one of the best places for value investors is technology. This comes as the share prices of some dot-com-era companies ...
  2. Do Weak Growth And New Challenges Make Cisco A Value Trap?

    May 7, 2014
    A frustrating reality of tech investing is that there's really no competition between growth and value. Absent growth, value ...
  3. EMC Still Sluggish Amid A Tough Hardware Market

    EMC Still Sluggish Amid A Tough Hardware Market

    April 25, 2014
    Between lower guidance after the fourth quarter and the weak hardware results reported by IBM about a week ago, there was ...
  4. Red Hat And Other Software Stocks That May Beat Revenue Estimates ...

    August 22, 2013
    Analysts at Lazard believe software makers Citrix Systems (NASDAQ: RHT) are well positioned to benefit from strong government ...
  5. EMC May Be Stronger Than It Looks

    July 25, 2013
    In-line results may be stronger than they look, and EMC looks seriously undervalued.
  6. Relief At Red Hat, But The Long-Term Growth Debate Will Rage ...

    June 20, 2013
    Red Hat didn't miss, but significant growth reaccleration is still missing
  7. EMC Opening Its Wallet And Bracing For The Next Evolution Of ...

    May 30, 2013
    Facing a slowdown in storage demand, EMC looks to the future.
  8. Brocade's Uncertain New Direction

    May 17, 2013
    Brocade badly needs to prove that it can grow again.
  9. BMC Software Shows Again That Getting Full Value Is Tough Without ...

    May 6, 2013
    BMC's sluggish growth results in a takeout bid that doesn't seem to fully value the company.
  10. Red Hat's Valuation Looks More Reasonable, But Expectations Could ...

    March 28, 2013
    While Red Hat's model doesn't generate much leverage, the revenue growth is still looking solid.
  11. Can ServiceSource Turn It Around?

    February 11, 2013
    ServiceSource has to prove to the Street that it has a viable long-term model.
  12. No Signs That EMC Is Losing The Storage Wars

    February 1, 2013
    EMC may see slower growth in 2013, but the value is still compelling.
  13. VMware Stumbles, And The Street Spares No Mercy

    January 31, 2013
    VMware has the Street spooked that growth has topped out.
  14. Citrix Completes Zenprise Acquisition - Analyst Blog

    January 3, 2013
    Citrix Systems Inc. (CTXS), a leading provider of virtualization, networking and cloud computing solutions has completed ...
  15. Hewlett-Packard Hits Bottom, Finds A Shovel

    November 27, 2012
    Ongoing share losses and an embarrassing writedown just keep the bad news flowing for HP.
  16. VMware and More Big Movers in Technology on November 21, 2012

    November 21, 2012
    The Nasdaq remains relatively unchanged, the S&P 500 has increased 0.1% and the Dow has moved up 0.2% after the morning's ...
  17. Can Brocade Get Any Benefit Of The Doubt?

    November 20, 2012
    Brocade's execution has improved, but the valuation has not. And despite its sustained long-term revenue growth, the company ...
  18. Cisco Pays Dearly For Meraki

    November 20, 2012
    Cisco's paying a steep price for more SDN capability.
  19. Not Even EMC Is Immune To Tech Headwinds

    October 26, 2012
    A sector-wide slowdown in IT spending has hit EMC as well.
  20. Red Hat Keeps Booking The Deals, But Is It Growing Enough?

    September 25, 2012
    Red Hat's revenue growth is solid, but profitability is still a concern. I'd be inclined to wait on Red Hat in the hopes ...
  21. Citrix May Be A Relative Bargain, But There's A Lot Left To Prove

    September 25, 2012
    Citrix's bargain stock price comes with some real risks.
  22. VMware and Other Technology Stocks Making Big Moves on September ...

    September 6, 2012
    The market is having a good day so far: the Nasdaq is up 1.9%; the S&P 500 has moved up 1.8%; and the Dow has climbed ...
  23. Facebook Not The Worst IPO Ever

    August 23, 2012
    Facebook isn't the worst IPO ... yet.
  24. Will A New Philosophy Toward Capital Unlock Cisco's Value?

    August 17, 2012
    Cisco's decision to hike the dividend is a good one.
  25. Rumors Roil VMware

    July 18, 2012
    Rumors of a CEO change roil VMware shares.
  26. Bull Vs. Bear: Tech IPOs Are A Smart Play For Savvy Investors

    June 25, 2012
    Read the bullish take on tech IPOs and learn why investing in companies like Facebook near its public launch can lead to ...
  27. Disagreement May Mean Opportunity In Citrix Systems

    April 30, 2012
    Citrix carries high multiples, but its stock may still be undervalued. Don't be surprised to see less revenue growth for ...
  28. VMware Priced For Near-Perfection, But Results Not Perfect

    April 20, 2012
    VMware's decelerating growth may worry momentum investors.
  29. Is VMware's Road Starting To Turn Uphill?

    January 25, 2012
    VMware's business is still growing, but sentiment is getting less robust.
  30. Can Fusion-IO Outrun The Tiger?

    January 17, 2012
    Fusion-IO stock may seem expensive, but it won't matter if the growth is there.
  31. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  32. Microsoft – Little Expected, Little Delivered

    October 25, 2011
    Microsoft's ho-hum income growth isn't enough to change the Street's opinion of this stagnant stock.
  33. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  34. Market Corrections Are Normal

    August 6, 2011
    Corrections are part of the normal cycle, and are useful because they allow new, innovative companies to come to the forefront, ...
  35. Microsoft Anything But Soft

    July 27, 2011
    Microsoft may not dominate like it used to, but the cash flow is undervalued.
  36. Clouds Good And Bad For Red Hat

    June 24, 2011
    Red Hat continues to sign up new subs, but the marketing spend is a worry.
  37. What's Beneath The Red Hat?

    March 25, 2011
    Red Hat is cruising on the top line, but where is the operating leverage?
  38. 5 Overvalued Cloud Computing Stocks

    January 24, 2011
    Cloud Computing
  39. Cloud Computing's Stealth Beneficiary

    January 18, 2011
    Learn how to get into the cloud computing craze now without paying a fortune for a SAAS stock.
  40. 2010's Top Performing Tech Stocks

    December 23, 2010
    Check out some of 2010's best performing technology stocks.
  41. Oracle Delivers Again

    December 20, 2010
    Oracle has seen its valuation multiple shrink over time. Although it will never be a Buffett pick, there may be some value ...
  42. Novell's Weird Public Journey Ends

    November 23, 2010
    Novell's run as a public company comes to an inglorious end.
  43. High P/E stocks to Consider

    November 15, 2010
    5 High Price to Earning Stocks that are worth taking a look at.
  44. 5 Could-Be Bubbles Waiting To Burst

    October 20, 2010
    Whatever terms one wishes to use, there is no question that there are some overheated segments of the market.
  45. 5 Software Stocks Worth A Closer Look

    October 13, 2010
    These five software companies could all offer above-average performance to risk-tolerant shareholders.
  46. Another Case Against Using Valuation Measures

    September 20, 2010
    Are you concerned about valuation ratios when you make buy/sell decisions? Some of the numbers say there's no need to bother. ...
  47. VMWare's Vaporous Valuation

    July 22, 2010
    The growth is great, but can any company grow enough to justify VMWare's valuation?
  48. How Microsoft Lost Its Mojo

    June 4, 2010
    Now that Apple has surpassed Microsoft, is there anything left in this software giant?
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