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.

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DeepLearningTrucker Part 1

Avastu Blog is migrating to IdeationCloud.com; 1st Jan 2009 live

YOU DON'T HAVE TO DO ANYTHING. WITHIN 2 SECONDS YOU WILL BE REDIRECTED TO THE NEW HOME OF AVASTU BLOG. PLEASE DO UPDATE AVASTU BLOG'S URL to : http://www.ideationcloud.com on your website.

I will send out emails personally to those who are using my link(s) on their sites.

Thanks much for your co-operation and hope you enjoy the new site and its cool new features :-)

Not like the site is unlive or something..on the contrary, its beginning to get a lot of attention already. Well most of the work is done, you don't have to worry about anything though:

What won't change

Links/Referrals: I will be redirecting the links (all links which you may have cross-posted) to IdeationCloud.com - so you don't have to do anything in all your posts and links. Although, I would urge however that you do change the permalinks, especially on your blogs etc yourselfThis blog is not going away anywhere but within a few months, I will consider discontinuing its usage. I won't obviously do …

Cloud Security: Eliminate humans from the "Information Supply Chain on the Web"

My upcoming article, part - 3 data center predictions for 2009, has a slideshot talking about the transition from the current age to the cloud computing age to eventually the ideation age- the age where you will have clouds that will emote but they will have no internal employees.

Biggest management disasters occur because internal folks are making a mess of the playground.

Om's blog is carrying an article about Cloud security and it is rather direct but also makes a lot of sense:

I don’t believe that clouds themselves will cause the security breaches and data theft they anticipate; in many ways, clouds will result in better security. Here’s why: Fewer humans –Most computer breaches are the result of human error; only 20-40 percent stem from technical malfunctions. Cloud operators that want to be profitable take humans out of the loop whenever possible.Better tools – Clouds can afford high-end data protection and security monitoring tools, as well as the experts to run them. I trust…

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.

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