Skip to main content

Stock: what to expect from VMware and EMC now



This weekend may mark the official end of Summer, but VMware (NYSE:VMW) and EMC Corp. (NYSE:EMC) shareholders are going to have to watch the calendar. The brokerage firm and underwriting quiet period for this super-hot IPO should be ending. This may actually be one of the most impacting events on shares of VMware and on EMC since the IPO, even if it is merely the order of post-IPO transition on the calendar. That being said, the analysts at the underwriting firms will all be able to issue formal research reports and those may start coming very soon.

To throw another wrench in the machine, Friday is September stock options expiration date. We recently noted how traders have been using stock options as a stealthy way of having exposure to VMware. We have referred to a "VMware conundrum" and this may be contributing to the option trading as "less risky" trade if you can imagine that.

Some analysts have already started coverage, but the real research from the underwriters is what Wall Street investors will be keying off of most. Depending upon how the bulk of the analysts of the underwriting firms initiate coverage this could be a large positive or negative for the stock. Virtualization is the next "next thing," and now it will all boil down to how certain analysts are willing to value a major growth story.


24/7 reporting.
Labels:

Comments

Post a Comment

Popular posts from this blog

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
Post a Comment
Read more

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
Post a Comment
Read more

Virtualization is hot and sexy!

If this does not convince you to virtualize, believe me, nothing will :-) As you will hear these gorgeous women mention VMware, Akkori, Pano Logic, Microsoft and VKernel. They forgot to mention rackspace ;-) virtualization girl video I'm convinced, aren't you? Check out their site as well!
Post a Comment
Read more