It's quite an interesting situation.

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Post #290,822 by a6l6e6x 8/14/07 12:34:53 AM Reply	It's quite an interesting situation. Per [link\|http://us.ft.com/ftgateway/superpage.ft?news_id=fto081320072048388904&referrer_id=yahoofinance\|Financial Times], that 33 million shares is only 10% of the company for about $957M. EMC bought the whole company for $635M in 2004. 2.5% of VMware has already been sold to Intel and 1.6% to Cisco. I bet you they did not pay $29/share. Other than making a quick buck, it's interesting to me that Intel, a victim (because of reduced processor sales) of virtualization bought into VMware. EMC continues to own own the remaining 85.9% of VMware. I can't believe all of VMware is worth $11 billion. In full disclosure, I'm an EMC shareholder. Alex Nobody has a more sacred obligation to obey the law than those who make the law. -- Sophocles (496? - 406 BCE)
Post #290,831 by Another Scott 8/14/07 8:27:05 AM Reply	It does seem like a "get cash quick" scheme. Virtualization is becoming more important, but VMWare is getting a lot of competition in that space now. It does seem to be a pricey stock, but we'll see. Cheers, Scott.
Post #290,834 by a6l6e6x 8/14/07 8:58:19 AM Reply	Heck, even Microsoft promisses something in a year. Innovating again! :) Alex Nobody has a more sacred obligation to obey the law than those who make the law. -- Sophocles (496? - 406 BCE)
Post #291,149 by jb4 8/19/07 5:01:14 PM Reply	Wonder how they're gonna keep Linux from running... ...in their virtualized sandbox? I suspect that for Micros~1, virtualization means how to run 2 or more version of Vista on the same machine. (First, get 16GB of RAM...) jb4 "It's hard for me, you know, living in this beautiful White House, to give you a firsthand assessment." — George W. Bush, when asked if he believed Iraq was in a state of civil war (Newsweek, 26 Feb 07)
Post #290,839 by boxley 8/14/07 9:27:33 AM Reply	vmware has decent penetration as for EMC everyone uses them, no one likes them and a startup called 3par is aiming right at the dmx market. With 3par no fancy service contracts needed. Admins can fully provision and manage and they have true thin provisioning for just in time disk purchases. Blue Arc is aimed at the second tier storage. thanx, bill Quantum materiae materietur marmota monax si marmota monax materiam possit materiari? Any opinions expressed by me are mine alone, posted from my home computer, on my own time as a free american and do not reflect the opinions of any person or company that I have had professional relations with in the past 51 years. meep reach me at [link\|mailto:bill.oxley@cox.net\|mailto:bill.oxley@cox.net]

VMware IPO - (bepatient) - (10) - Aug. 13, 2007, 09:40:23 PM EDT

It's quite an interesting situation. - (a6l6e6x) - (4) - Aug. 14, 2007, 12:34:53 AM EDT

It does seem like a "get cash quick" scheme. - (Another Scott) - (2) - Aug. 14, 2007, 08:27:05 AM EDT

Heck, even Microsoft promisses something in a year. - (a6l6e6x) - (1) - Aug. 14, 2007, 08:58:19 AM EDT

Wonder how they're gonna keep Linux from running... - (jb4) - Aug. 19, 2007, 05:01:14 PM EDT

vmware has decent penetration as for EMC - (boxley) - Aug. 14, 2007, 09:27:33 AM EDT

The first VMW trade on the NYSE was at $52/share. - (a6l6e6x) - (3) - Aug. 14, 2007, 10:08:11 AM EDT

I had that good fortune with RH - (bepatient) - (2) - Aug. 14, 2007, 12:31:50 PM EDT

Taking profit is a "good thing". No one can call a top. - (a6l6e6x) - (1) - Aug. 14, 2007, 01:51:39 PM EDT

MBALRPD: An implementation of non-trivial covariant returns - (Ashton) - Aug. 14, 2007, 05:49:21 PM EDT

Citrix countermove. - (a6l6e6x) - Aug. 15, 2007, 06:56:20 PM EDT

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