Skip to main content

VMware strong despite weak market

"There's a lot of spotlight attention on that particular stock," said Francis Gaskins, president of research firm "They almost have to surpass expectations not to disappoint people at this point,"

This week, EMC said it expected the VMware offering to price between $27 and $29 per share, up from its previous estimate of $23 to $25.

"This deal seems to have a life of its own," said Sal Morreale, who tracks IPOs for Cantor Fitzgerald in Los Angeles.

"Even in a market that has fluctuations, you can still have a deal that does really well. This appears like it will have a warm reception despite the market (drop), but it's a day-by-day situation until it prices," Morreale said.

I am pretty sure that they will exceed the market expectations. And really you don't have to do any math here. Big vendors who are watching VMware, who in turn "apparently" threatens their cash revenue, ought to realize one thing: It is the consumer and the client segment that has brought the whole virtualization game to where it is now, VMware was merely listening to them.

We are in the new age of:
  • Consolidation
  • Downsizing (it is bound to continue until 2015 and then it might stabilize)
  • IT is not going to be hot anymore, not a hot job like it is today.
  • Markets will continue to want to exist, like they do today despite the mortage meltdown (Mergers, acquisitions are being affected, look at the AMN Amro case)
Rueter reporting here.


Popular posts from this blog

Redhot Future Of IT Part I :Marketing yourself as IT professional

I had promised about the "RedHot IT Future Series" and so we discuss here how you should market yourself EFFECTIVELY as an IT professional in this new (and dangerous) web age! Web is the place where you're a hero today and villain tomorrow. While there are lots of professionals who are active on the web, not all are enjoying a good reputation as they got "personal" with others and got into a cockfight. The passive IT professional has nothing to lose but nothing to gain at all!

I know "marketing" might seem as a greasy term but the idea is to have the truth about you out there. You know you're a good person and your family knows that you're really smart person but the rest of the world doesn't!

So the question is how do I market myself on the web as a true "nouveau IT professional". A guy who companies will be tempted to pick up the phone as say "Hey, we wanna talk with you. Can you fly over to Palo Alto (or Guatemala or Johan…

Redhot Future Of IT Part 2 :Virtualized Workplaces

Click on the title to hear what I have to say, alternatively click here to listen to what I have to say here.

So what is a virtualized workplace? Does it mean it does not exist? That it's virtual? Well in a certain way YES. This is where the future of our workplace is going to be. Well it is already a reality in some countries.

OK lets start by asking ourselves these questions:
Do you really bond with your colleagues? (think Team cohesiveness)
Do you spend great amount of hours talking about great things that you will do together? (think collaboration)
Do you really feel that you give 100% at work? (think effectiveness)
What do you really miss at your desk? (think personalization)
Is your desk comfortable enough? (Again think optimizing personalization, OK you have done your best to make it your place)Does it really matter to your employer that you are there for him/her? (think commitment)
Or do you get micromanaged over petty issues? (think mismanagement)
Do you see your employees perfor…

A Collection of Threnodies : Part 1

Whale Fall

Dress me up in my new threads
clasp my greasy palms
grease my hair
I'm ready for the fall

Watch at all the decadence
watching the avalanche
I'm slipping down
losing my buoyancy

What's become of us
where have we come
this far, this close
close to the doors

I hear them, sublimal chants
I'm on the run
I race through the human sea
I am the king!

I'm the slave
to my own undoings
I'm the jester in my courtyard
We jest as we run

We're strolling on that thin rope
we grope as we rope
we're true heros
we're the survivors

we're the scavengers
we're the friends
we're the lovers
we're the unbred

Soon awaiting the fall
we're lurking on us
we're osedaxing us
we're soon going to be done
we'll soon be arrested

*osedax(bone devourer, newly discovered marine genus) feeds on a fallen(sunken) whale carcass(which is also called a whale fall). Read more here