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VMware, Inc. Message Board

  • optimal5544 optimal5544 Sep 4, 2013 7:37 PM Flag

    Enterprise Migration to the Cloud Will Hurt

    VMWare's market is shrinking in two ways. Competition, and Market Dynamics. Enterprise customers are more likely today than a year ago to rely on cloud apps and companies like Rackspace and Amazon so fewer customers. Also, with Hyper-V VMWare has greater competition than they've ever had. They are hoping/relying on an expansion into networking with Nicara and NSX. I think this is a great story with great messaging but they don't have the networking acumen nor the physical network installed base to make this work.

    So, sure technically or emotionally this stock could go up. I'm not stock guru, but long term VMWare will have a tough time keeping their growth multiples.

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