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VMware, Inc. Message Board

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  • investwisely1234 investwisely1234 Oct 18, 2012 9:27 AM Flag

    I work in sales in this industry and bought VMW yesterday at $88 and this is why......

    While what you said is correct also note that IBM is not a threat to VMW and nor is CSCO, no matter who CSCO finds as a partner to take on EMC/VMW.. They just dont have the product or the skills to get into this space, they have been wasting money trying to get into this space for over 8 years at least , I know because i too work at a very senior level in EMC and EMC will never give the keys to its product to csco no matter what happens..

    Th eonly other option for CSCO is to buy EMC at $35 a share they have the cash, but Chambers does hav ethe guts to make this kind of spend..

    Sentiment: Hold

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