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VMware still hot despite shares drop to 87.74 (Nov 9, 2007)

Quoting Forbes:

"We're still in the early stage of penetrating the server market with virtualization," Seyrafi said. He estimates that the server market has reached 5% penetration but he predicts that figure will move to 15% in the next 15 years. "It's a major technology trend taking place right now."

Certainly, VMWare's recent numbers seem to confirm the strong momentum in the market. On Monday, Benchmark analyst Brent Williams told Forbes.com that he maintains his "buy" rating on the company.

Meanwhile, VMware's former parent, EMC, has lagged behind VMware since the IPO. While EMC still holds 87% of VMware's common stock, the stock has only gained about 3%. Last week, Seyrafi said EMC's stock has not "moved up proportionally with VMware's," and upgraded the company to "buy from "above average." According to Seyrafi, the discrepancy in growth is unsustainable and should correct itself in the near term.



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A Collection of Threnodies : Part 1

Whale Fall
-----------------

Dress me up in my new threads
clasp my greasy palms
grease my hair
I'm ready for the fall


Watch at all the decadence
watching the avalanche
I'm slipping down
losing my buoyancy


What's become of us
where have we come
this far, this close
close to the doors


I hear them, sublimal chants
I'm on the run
I race through the human sea
I am the king!


I'm the slave
to my own undoings
I'm the jester in my courtyard
We jest as we run


We're strolling on that thin rope
we grope as we rope
we're true heros
we're the survivors


we're the scavengers
we're the friends
we're the lovers
we're the unbred


Soon awaiting the fall
we're lurking on us
we're osedaxing us
we're soon going to be done
we'll soon be arrested




*osedax(bone devourer, newly discovered marine genus) feeds on a fallen(sunken) whale carcass(which is also called a whale fall). Read more here