Skip to main content

VMware: Optimism already factored in; defies cautious stock calls

Pacific Crest’s Brent Bracelin this morning launched coverage of VMware (VMW) with a Sector Perform rating, asserting that the company’s $33 billion market cap already “factors in optimism about VMware’s dominant position in an untapped $6 billion market and its potential to become a multi-billion franchise.”

Bracelin cautions that the “virtual computing wars should intensify in 2008,” with new offerings from Microsoft (MSFT), Citrix/XenSource (CTXS), Sun Microsystems (JAVA) and SWsoft.

Bracelin advises waiting for a pull back to build a position; he notes that the shares trade for 17x 2008 revenues, and are up 190% since the VMW IPO, even after a sharp pullback in the last several weeks.

Link
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

Linux, Linux : Get started with VMWare and Knoppix or Ubuntu Live CD!

Well everyone's talking about it now and you're wondering "what the heck is Linux?". So you've finally come face to face with yourself and say it loudly(errum..In your head first , please). I want to learn it! I admit it, I've been a fool! I hafta learn this kool OS! OK chill! You're faced with a challenge of all that installation crap. And boy, ask the veterans they've made lot's of money just installing Linux and installing Oracle on Linux was a big thing. And talking about setting about clusters was only for Big Boys and doing Oracle RAC setup was only for BEEEG BOYZ!!! Ok I can see you're already sleeping on my story. And Hey! Stop drooling on my shoulder! Wake up!!! You yell back at me " WHAT DO I HAFTA DO? WHERE I GOTTA KLIK? I Don't wanna fight with my wife over installing Linux at home? And my Microsoft Boss is angry because I made my colleagues so scared when I installed Linux at work? Ok Ok I get it. You want to learn it'...
7 comments
Read more