Wed, Sep 17, 2014, 3:36 AM EDT - U.S. Markets open in 5 hrs 54 mins

Recent

% | $
Quotes you view appear here for quick access.

VMware, Inc. Message Board

blackoutbuzz 719 posts  |  Last Activity: 6 hours ago Member since: Apr 26, 2001
  • Reply to

    BTC derivatives

    by blackoutbuzz Sep 12, 2014 7:14 PM
    blackoutbuzz blackoutbuzz Sep 12, 2014 7:27 PM Flag

    Go ahead... make my day.

  • blackoutbuzz by blackoutbuzz Sep 12, 2014 7:14 PM Flag

    Well, it's about time this happened.

    @@@@@The first financial instrument tied to bitcoin has launched following approval from the US government. TeraExchange, a swap execution facility based in Summit, New Jersey, is marketing the bitcoin derivative to large institutions looking for a way to reduce the volatility and risk associated with traditional types of bitcoin exposure. TeraExchange began working on the product earlier this year, and only just received approval from the US Commodities Futures Trading Commission (CFTC), the government agency that regulates futures and options markets. The development of a bitcoin derivative pushes the broader market into uncharted waters, opening the door to move involvement from institutions that, in many cases, are prohibited by their own policies to invest in digital currency.

  • blackoutbuzz blackoutbuzz Sep 12, 2014 5:58 PM Flag

    Cmon now... they're not really hurting much when stock was granted to them at at $0 or options at sub $5.

  • Reply to

    Adcom

    by ralphx79 Sep 12, 2014 12:20 PM
    blackoutbuzz blackoutbuzz Sep 12, 2014 12:28 PM Flag

    So trading is halted for the entire day??

  • $25 per patient per day in the pockets of NVO

    @@@@5:12 pm Novo Nordisk A/S confirms Saxenda (liraglutide) for the treatment of obesity received positive 14-1 vote in favor of approval from FDA Advisory Committee (NVO) : Co announced that the Endocrinologic and Metabolic Drugs Advisory Committee (:EMDAC) of the FDA has completed its meeting regarding the New Drug Application for Saxenda, the intended brand name for liraglutide 3 mg, a once-daily human GLP-1 analogue for the treatment of obesity

  • Reply to

    Meg, it's time

    by blackoutbuzz Sep 11, 2014 4:00 PM
    blackoutbuzz blackoutbuzz Sep 11, 2014 4:22 PM Flag

    Or just stick with opensource then

    @@@@@PALO ALTO, CA--(Marketwired - Sep 11, 2014) - HP (NYSE: HPQ) today announced a definitive agreement to acquire Eucalyptus, a provider of open source software for building private and hybrid enterprise clouds."We've said before that we believe the future of the Cloud is open source, and this transaction underscores our deep commitment to helping customers build enterprise-class, open clouds their way," said Fink. "We've already seen significant momentum since launching HP Helion and have put in place an outstanding team. I'm confident that Marten, a fellow open source devotee, will continue to build out the HP Helion portfolio into the enterprise cloud offering of choice."

  • blackoutbuzz by blackoutbuzz Sep 11, 2014 4:00 PM Flag

    to do a "Meg"adeal with EMC and fix this puppy once and for all.

    @@@@Milunovich notes it would be easier to buy one or the other if the share relationship were extracted. He suggests possible buyers for EMC, in the current wave of consideration, are Hewlett-Packard (HPQ), Cisco Systems (CSCO), and Oracle (ORCL). “HP makes sense strategically as we think its enterprise business is vulnerable,” he writes. “In fact, a combination of HP and EMC to create a stronger enterprise vendor could be followed by a spinoff of the printer and PC businesses, which we have advocated.”

  • Reply to

    HPQ/EMC merger

    by blackoutbuzz Mar 12, 2014 7:51 PM
    blackoutbuzz blackoutbuzz Sep 11, 2014 3:57 PM Flag

    This UBS guy is saying today exactly what I was thinking.

    @@@@@Milunovich notes it would be easier to buy one or the other if the share relationship were extracted. He suggests possible buyers for EMC, in the current wave of consideration, are Hewlett-Packard (HPQ), Cisco Systems (CSCO), and Oracle (ORCL). “HP makes sense strategically as we think its enterprise business is vulnerable,” he writes. “In fact, a combination of HP and EMC to create a stronger enterprise vendor could be followed by a spinoff of the printer and PC businesses, which we have advocated.”

  • Reply to

    summers over

    by blake54m Aug 31, 2014 9:05 AM
    blackoutbuzz blackoutbuzz Sep 11, 2014 11:39 AM Flag

    Peanuts in the big picture. Look for the deal to happen quickly if the Bosch sale is finalized.... next week?

    @@@@@German Auto-Parts Supplier Plans Bosch Joint-Venture Stake Sale Move Would Allow ZF Friedrichshafen to Proceed With Plan to Acquire TRW Automotive By SHAYNDI RAICE, ILKA KOPPLIN and HENDRIK VARNHOLT CONNECT Sept. 11, 2014 10:47 a.m. ET German auto-parts supplier ZF Friedrichshafen AG plans to sell to Robert Bosch GmbH its 50% stake in a joint venture that makes steering systems as early as next week, a move that will allow ZF to proceed with its plan to acquire U.S. rival TRW Automotive Holdings Corp. TRW +2.22% , according to several people familiar with the deals. ZF could disclose the TRW acquisition as early as next week as well, people familiar with the timing said. The TRW acquisition is valued above $10 billion, according to people familiar with the deal; it is unclear how much money ZF is seeking from Bosch for the stake in the steering joint venture.

  • Reply to

    HPQ/EMC merger

    by blackoutbuzz Mar 12, 2014 7:51 PM
    blackoutbuzz blackoutbuzz Sep 11, 2014 10:32 AM Flag

    I don't see how EMC would gain any bigger advantage in selling VMW instead of the whole kit and kaboodle. I still think a HPQ-EMC merger would add more value for both firms.

    @@@@@Data storage products maker EMC Corp has decided to explore selling its stake in its software unit, VMware Inc, giving into pressure from Paul Singer-run activist hedge fund Elliott Management Corp, the New York Post reported, citing sources familiar with the matter. Last month, HP Chief Executive Meg Whitman said the company was assessing its software business in view of an industry migration toward Internet-based or cloud software and could make acquisitions if needed."If VMware is spun-out, we would expect this company to become a prime acquisition candidate for the likes of IBM Corp, HP, or other larger technology stalwarts," Ives said.

  • Reply to

    Where's Management's Loyalty??

    by t4two45 Sep 8, 2014 11:44 AM
    blackoutbuzz blackoutbuzz Sep 10, 2014 6:47 PM Flag

    1. Go tell that to all the posters on the AVS Forums TV topics. Oled TV prices are dropping fast, and starting this fall, LG is selling 66" 4K oled TV at the same price as conventional LED-LCD TV.
    2. Whatever... Philips.
    3. Well AYI seems to think OLED lighting has a future. As far as sufficient brightness (and cost of the panels), lets revisit that in couple more years. And I am not sure what you mean by tough enough. Lifetimes of panels are good. Efficiency is reasonably good. Diffusion lighting is desirable in many indoor applications where harsh environment is not an issue.

    OLED (Universal Display Corp) is growing revenues and earnings way faster than CREE and the P/E is about half that of CREE. Nope, I like OLED more than CREE every year that goes by..

    PS: If I recall correctly you are not a CREE shareholder. Do you have any LED-based investments? And if not, why not?

  • Reply to

    Almost all of yesterday's gains eradicated...

    by jtbc5000 Sep 10, 2014 10:21 AM
    blackoutbuzz blackoutbuzz Sep 10, 2014 12:15 PM Flag

    Maybe energy E&P, but energy infrastructure is booming... just take a look at these Canadian firms: TRP, PBA, ENF.TO.

  • Reply to

    Where's Management's Loyalty??

    by t4two45 Sep 8, 2014 11:44 AM
    blackoutbuzz blackoutbuzz Sep 10, 2014 12:05 PM Flag

    I don't know about their loyalty, but mine is shifting to an alternative play. I have reduced my long-term holding in CREE in the last couple of months and diverted the proceeds into OLED. Completely different business model, wide moat, very high margins, oled TV display volume ramp in 2015 (LG) and oled lighting (Konica-Minolta and Lumileds) to follow. Been long both CREE and OLED for years, and frankly, I like OLED's prospects better.

  • Reply to

    Wow! $2 lower than 24 hours ago.

    by coolheadwarmblood Sep 10, 2014 10:36 AM
    blackoutbuzz blackoutbuzz Sep 10, 2014 11:29 AM Flag

    In all the years I've followed the price action on CREE, it has never made much sense. The market appears to view it as mostly a short-term speculative play and I suspect a lot of profits (and losses) arise from options trades around it.

    It would not surprise me to see the stock test support in the high 30's or fill the gap down at ~35. You'd think tax loss selling woudl be a factor heading into year-end. But it would not surprise me either to see the stock move back up into the low 50's if the next earnings/forecast shows any glimmer of faster growth.

    2014 is clearly the start of the LED revolution after several false starts. Will growth accelerate in 2015? Will CREE shareholders profit from it? Those are the two key questions, and I don't have an answer.

  • Reply to

    Apple plans to sue

    by mpoereh Sep 10, 2014 9:22 AM
    blackoutbuzz blackoutbuzz Sep 10, 2014 10:10 AM Flag

    Never heard of a round LCD. Is that a hint? Screw AAPL.

  • Reply to

    New all-time highs

    by blackoutbuzz Aug 27, 2014 2:07 PM
    blackoutbuzz blackoutbuzz Sep 9, 2014 12:56 PM Flag

    Next target 93?

    That's 93CAN. On a weekly TRP.TO chart, if you plot Fibonnacci levels marked by the Feb 2000 low of 10CAN (0%)) and the Jan 2007 high of 41CAN (100%), then the 161.8% level is at 61CAN (where we are today!), and the next target is 93CAN corresponding to 261.8% level. Hey, we can all dream haha.

  • Reply to

    Conference presentation

    by jtbc5000 Sep 9, 2014 8:58 AM
    blackoutbuzz blackoutbuzz Sep 9, 2014 12:24 PM Flag

    I would like to see the relatively new unproven management deliver on the existing assets and longer-oil strategy first before going on an acquisition spree. Also, I would prefer a special one-time dividend declared instead of a share buyback at this point.

  • blackoutbuzz blackoutbuzz Sep 8, 2014 8:37 PM Flag

    Annie's ketchup, Warren's ketchup... what's the difference... it's just freakin' ketchup

  • Reply to

    Will today mark the breakout?

    by blackoutbuzz Aug 25, 2014 12:05 PM
    blackoutbuzz blackoutbuzz Sep 8, 2014 7:54 PM Flag

    Nice. Another move up today on ~2X ave volume while the general market closed negative.

  • Reply to

    Dream

    by panl2b2 Sep 8, 2014 10:59 AM
    blackoutbuzz blackoutbuzz Sep 8, 2014 7:22 PM Flag

    LG spent a huge amount of time and money to develop their oled TV technology. With Samsung out of the TV picture for probably the next year or so, LG has the market cornered. I seriously doubt they will offer to sell AAPL TV screens when they have a defacto monopoly.posiiton.

VMW
95.14+1.00(+1.06%)Sep 16 4:02 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.