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.


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…

Avastu Blog is migrating to; 1st Jan 2009 live


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 - 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 …