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VMware, Inc. Message Board

optimal5544 3 posts  |  Last Activity: Nov 3, 2015 8:44 PM Member since: Feb 16, 2006
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  • CSCO has behaved poorly the last two sessions while the market has bubbled up nicely. Honestly with HP/HPE going through their split and Dell/EMC dealing with their merger it's hard to understand how this could be anything but positive for Cisco. Sure, EMC was a big partner but how much of CSCOs business was hitched to that and given their merger will CSCO be able to react more quickly than EMC and Dell can get their act together. I'd bet on CSCO making a correction before Dell and EMC can coalesce around a strategy - let alone execute on one.

    Just surprised that none of the talking heads aren't pointing this out. It seems to me that CSCO is in a sweet spot with their competition dealing with a number of self-inflicted challenges. And, yeah, I get that cloud is a threat. SDN was a threat too and no one is talking about that anymore because CSCO corrected with their ACI products.

    It would be hard to believe the market makers had so much control they could influence price behavior on a stock with so much breadth but I can't come up with anything else for the underperformance this past two sessions. Any one else with an opinion?

  • I think any dip is an opportunity. Pure silliness. And, I don't have a position in this stock but I may start one now.

  • optimal5544 by optimal5544 Oct 16, 2015 9:13 PM Flag

    As I said back in March or April.. Hillary is unelectable. The leftwingnuts here kept saying "she's got a double digit lead on every Republican". Now, according the latest General Poll, she trails EVERY Republican - even Trump! LOL! Unelectable. And it only get's worse because if she's nominated the "pay for play" scandal will unfold and if you think the server is a problem.. you ain't seen nothing. That's a keg of powder the GOP is saving up. I hope she beats Bernie! Can't wait!!!!

60.45+0.50(+0.83%)Nov 27 1:02 PMEST