- VMware is the market leader today!
- That will not change in the coming years that fast!
- VMware is leading this innovation, don't underestimate that! They will lead the change
- There is no robust solution and advanced enough to take VMware in the next year or so!
- VMware is going down!
- VMware is too expensive! C'mon Oracle sells its hot product RAC for rather exhorbitant prices and it was the king product for Oracle and sol the most. They are innovating database clustering and no one has challenged them yet.
- People need to get their job done
- People need to save money
- People need to put money to do other useful things
- People need choices, yes they do, but viable choices
- Don't spread fear, talk facts!
- Globalization is coming
- ...and so is Virtualization!
OK and now to Barron's post:
Pritchard, who has a Neutral rating on the stock, this morning wrote that the medium- and long-term investment case for the stock is “still mixed.” He asserted that over the next 24 months, the stock could trade anywhere between in line with the market to 34% below the market.
He says the fourth quarter outlook is bullish, with declining days sales outstanding suggesting a healthy backlog position. “Thus we expect solid Q4 results, almost independent of Q4 business activity,” he writes.
But he is more cautious looking ahead. He notes that VMware is increasingly selling software under enterprise license agreements, which he says results in companies making larger upfront purchases, “often forward buying more capacity than they intend to deploy initially, but instead securing a more favorable price for the software through the larger and long-term commitment.” Pritchard says he does not mean to suggest that using the agreements are a bad idea; he says the company ought to use them to lock in customers in a market that will get competitive over time. But he does say that you need to be careful with the conclusions you draw about the current level of revenues and what they will mean going forward.
OK and the users say, and here come the expletives:
Check out the rest on Barron's blog!