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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.


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