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VMware strong despite weak market

"There's a lot of spotlight attention on that particular stock," said Francis Gaskins, president of research firm IPODesktop.com. "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.

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