Post your best guesstimate of Revenue and EPS for the quarter. Analysts are estimating revenue of $417M & EPS of $0.24.
My estimate is:
Revenue = $440M
EPS = $0.28
i got them coming in 10 cents above based upon talking with their top ten clients. the booked some serius deals right at quarters end I am planning os selling a bit during Monday because next week is all about govt numbers and the FOMC
Why would you believe someone who can't spell or use proper syntax? I'm sure he has many contacts with some of VMW's top clients. Unfortunately it's in the janitorial depts.. Maybe he reads the trash.
Bongo if you are so opimistic and it is reality based as you said you have spoken to some top clients of VMW why in heavan's name would you sell Monday PRE_EARNINGS RELEASE!
This is makes no sense.
Let the good news play out. Hopefuly the share price will react if the earnings are so blockbuster as you anticipate
Holy smokes. Some of you are guessing from Q3: 358M to Q4: 450+M? That's super aggressive. So what will you do if they only make 417M? That's 30-40 below your estimates. If everyone thinks that's what they'll hit, then maybe shorting isn't such a bad idea.
But I won't touch my shares - no buying nor selling.
MSFT and INTC both had pretty good quarters. I'm going to be positive and also guess with the analysts at $417M. It's still aggressive - just not as aggressive as some of you.
here's my take on this.. Looking at the latest stuff that VMW released and the point that the employee bonuses were cut short asking them to "cash on" their first installment on Feb 17th i.e. when the employee lock releases, and tha fact that no guidance is being provided, i'm very positive that there's something big they gonna report. My friend at VMW says that he doesn't see any reason as to why should the company report less than expected earnings. The company has good cash reserves and has a huge operational income with increased budget for the next year. All these numbers show increased sales signs. Secondly the company would not cut down bonuses just like that. They want to hold some of the employee money so the employees can mint when their deadlock releases. I'm sure VMW management has thought something big and good for their employees. No guidance is another indication for higher than expected earnings.
So here's my take for VMW.
Revenue = $580 mln+
Go.. get the EPS from this.
Okay i guessed i missed something. Please provide a link that says that bonuses were reduced...etc. 2nd "cash on" what does that mean. 3rd Lock up expires Feb 9 not 17....You are really making a mistake posting all kinds of rumor and innuendo. Please back up info with links.
457MM$, .26, No guidance will be provided. Virtualization is a disruptive technology very difficult to predict at early stages.
New supporting level will be 100+ as per next week. You have to be crazy or a have no clue of virtualization to short this stock.
MSFT is doing all is in ther hands to attack VMW. This is the only matter hanging on the stock performance. VMW has the potential to become the next GOOG. I have all my saving on this stock. I will be millionaire by 2011. To this to the bank and cash it.
I work in the software resale space for a top 5 VMW partner in terms of revenue. I can tell you that our Q4 YoY was up over 50%. Felt pretty good about that until I was told that the VMW channel ecosystem grew in the 80%+ range. I know of a number of large (multi-million license + service) ELA transactions that went down in Q4 that we did not book. I am fully expecting VMW to crush earnings and EPS. Coupled with strong reports from other software companies as of late and the stimulus package I would not be suprised to see VMW in the $100's next week.