they noticed a slow down and they still had a great quarter. They said VMW will grow 20% in the second half of 2013.
Believe the VMW management not the Wall Street Criminals
good point. and they pointed to lower government spending which was spot on.
Does VMW have a big government spending piece? ... think corporate part of GDP was strong... CNBC was gushing about it.
tibco software also made similar statement. Gov spending slowed. That is not an excuse. It is a fact.
the point here is that VMW had a record quarter (and year!) while the GDP was negative. This company has shown over and over that it can perform better than any other company under various conditions.
They are now smartly making subtle changes while most companies are daydreaming.
When they say that they will grow 21%+ during the last 6 months of 2013, I BELIEVE THEM!