Goldman Sachs has BMC and Citrix on its favorites list

Per the economy, Friar quotes Citrix management as saying that, “due to the cost reduction nature of its product, the company actually tends to outperform in weaker economic environments.” Meaning, you can use Citrix’s “virtual copy of Microsoft’s Windows (MSFT) to actually lower the amount you spend on Windows. Citrix is a competitor to VMWare (VMW), the hottest IPO in recent memory, and Friar says that the company’s recent acquisition of Xensource makes that a credible claim: “original equipment makers have been clamoring for a credible number two to VMware and Xensource seems to be filling this need.” Xensource should benefit from a recent agreement between itself and VMware to offer standards for interoperability between virtual machine software programs, says Friar. Friar has a $42 price target for Citrix.

BMC shares are worth $36, argues Friar. Right now, the stock trades at only 11x its enterprise value as a multiple of its projected free cash flow next year, which, she writes, is way below the software industry average of 17x.

Barrons is carrying the article.

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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 …

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…

Per the economy, Friar quotes Citrix management as saying that, “due to the cost reduction nature of its product, the company actually tends to outperform in weaker economic environments.” Meaning, you can use Citrix’s “virtual copy of Microsoft’s Windows (MSFT) to actually lower the amount you spend on Windows. Citrix is a competitor to VMWare (VMW), the hottest IPO in recent memory, and Friar says that the company’s recent acquisition of Xensource makes that a credible claim: “original equipment makers have been clamoring for a credible number two to VMware and Xensource seems to be filling this need.” Xensource should benefit from a recent agreement between itself and VMware to offer standards for interoperability between virtual machine software programs, says Friar. Friar has a $42 price target for Citrix.

BMC shares are worth $36, argues Friar. Right now, the stock trades at only 11x its enterprise value as a multiple of its projected free cash flow next year, which, she writes, is way below the software industry average of 17x.

Barrons is carrying the article.

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