VMware: RBC start coverage with sector perform rating

RBC Capital’s Thomas Curlin today launched coverage of VMware (VMW) with a Sector Perform rating and a $75 price target. Curlin sees the company generating revenue of $1.265 billion this year and $1.65 billion in 2008; he sees non-GAAP EPS of 52 cents this year and 84 cents next year. That implies the stock is trading at about 16 times expected 2008 revenue, and 82 times earnings, while growing the top line at 30%. So you can see why he is taking a cautious stance on the stock.

I’d note, though, that his 2008 outlook is more conservative than the Street consensus at $1.89 billion and 92 cents. (For this year, the consensus is $1.28 billion and 62 cents.) stock.

Original material at Barrons.

Comments

Security: VMware Workstation 6 vulnerability

vulnerable software: VMware Workstation 6.0 for Windows, possible some other VMware products as well type of vulnerability: DoS, potential privilege escalation I found a vulnerability in VMware Workstation 6.0 which allows an unprivileged user in the host OS to crash the system and potentially run arbitrary code with kernel privileges. The issue is in the vmstor-60 driver, which is supposed to mount VMware images within the host OS. When sending the IOCTL code FsSetVoleInformation with subcode FsSetFileInformation with a large buffer and underreporting its size to at max 1024 bytes, it will underrun and potentially execute arbitrary code. Security focus

Splunk that!

Saw this advert on Slashdot and went on to look for it and found the tour pretty neat to look at. Check out the demo too! So why would I need it? WHY NOT? I'd say. As an organization grows , new services, new data comes by, new logs start accumulating on the servers and it becomes increasingly difficult to look at all those logs, leave alone that you'd have time to read them and who cares about analysis as the time to look for those log files already makes your day, isn't it? Well a solution like this is a cool option to have your sysadmins/operators look at ONE PLACE and thus you don't have your administrators lurking around in your physical servers and *accidentally* messing up things there. Go ahead and give it a shot by downloading it and testing it. I'll give it a shot myself! Ok so I went ahead and installed it. Do this... [root@tarrydev Software]# ./splunk-Server-1.0.1-linux-installer.bin to install and this (if you screw up) [root@tarrydev Software]# /op

Virtualization Event 2008: Interviews are now live!

Mine are down here ;-) Part 1 Part 2 And the rest you'll find'em here.

RBC Capital’s Thomas Curlin today launched coverage of VMware (VMW) with a Sector Perform rating and a $75 price target. Curlin sees the company generating revenue of $1.265 billion this year and $1.65 billion in 2008; he sees non-GAAP EPS of 52 cents this year and 84 cents next year. That implies the stock is trading at about 16 times expected 2008 revenue, and 82 times earnings, while growing the top line at 30%. So you can see why he is taking a cautious stance on the stock.

I’d note, though, that his 2008 outlook is more conservative than the Street consensus at $1.89 billion and 92 cents. (For this year, the consensus is $1.28 billion and 62 cents.) stock.

Original material at Barrons.

Avastu Blog: Sustainable Global Clouds

Search This Blog