21B Market Cap now... EMC owns 86% with a 40B Market Cap.
EMC up only 4% today and VMW up 12%??
I have a used car to sell all you VMWare buyers!
I was going to buy at 29 but felt that was also too high.
Did you know that Microsoft Virtualizes Servers for free in Server 2007 Eneterprise? Works great!
You clearly know very little about VMware technology.
VMware server is also free, they make money on their ESX server, which is what all enterprises use anyway. MSFT does not have a product, even in a pipeline to compete with it. XEN is the only company which has a product that has a potential to compete with VMware at this point, now that CTXS acquired them they could become a major player. But they are also a few years behind and may find it difficult to catch up.
I guess my comment/question would be; if all you say is truly believed by you--why are you even on this message board? Why waste your time trying to warn people, or write about a MS product--unless, you are short at $29 or are just another paid basher...
I did not buy because Microsoft gives out Virtual Server for free in Server 2007 and when it does release a product for sale, it will push VMWare out of the market (better or not). When the Microsoft marketing machine gets behind something, the competition stands no chance. Remember Netscape? Exactly....
I did buy EMC because its a great company that now owns 86% of a 21B company. I get VMware Shares and EMC Core business (SAN Leader) for a prayer!
this is just unfair besides false. a baseless claim prompted by lack of knowing the real facts in relation to vmware. this company is a rapidly growing cash flow monster. Microsoft so far offers some very basic virtualization stuff. Even with the new version introduction by 2008 ; MSFT will still be lacking in functionality, in comparison to vmware's contnsly improving product. they are a virtual monopoly and that's bottom line...no competitors, awesome product, loads of cash....blue sky is the limit for it pps imo.
Microsoft tries to take on too many giants and usually comes up short in all of it's attempts.
1. It tried to put a hurting on RIMM with Windows Mobile tie-ins to Exchange and what does RIMM do? Comes up with a solution that works 10x better than Microsoft.
2. Tries to fight Google in the search, content, & paid ad space with Windows Live. Windows Live? The only time people go there is when they are redirected for typos in a URL.
3. Now they want to take on VMW with a free product in their OS. I seriously doubt they will put enough R&D dollars into a product they give away for free.
I agree with you. I would rather own VMW than GOOG anytime. I wish I had the money to buy this right now. The only real buyers (winners) here are the ones that understand the superiority of VMW's products. Microsoft tried with Virtual PC, and that was a flop. I work in IT and everyone that I talk to have been waiting for VMWare to go public. This is no RedHat. This is definitely a long term winner. good luck.