You would be wiser to own both.
XenServer is starting to take business from VMware.
However, the bigger thing to consider is that the whole pie is getting bigger, so even if they are stealing some share from one another, they are both growing.
CTXS is hot. VMW doesn't have GoToMeeting and Netscaler.
For Application Delivery and VDI CTXS still wins.
VMW is still the king of Server Virtualization.
Keep your eyes on FIO if you want to see who wins regardless of which company is the leader. Software companies shouls fear FIO because theyr products make servers so powerful that folks wont need as many thus meaning less licenses. FIO is Fusion IO. They make storage that is as fast as RAM.
Word on the street is that sales has introduced a huge unplanned discount on the product.
I am assuming they are taking this as a sign of weakness...
Or they made their goal numbers and now are putting the icing on the cake.
I don't know enough to have an opinion. It could be technical or completely unrelated as well.
VMW can thank FIO for not selling as many licenses. With FIO Cards in the servers, you don't need as many servers.
On the flip side, now companies can virtualize things they couldn't before due to performance issues.
I think LOGM should.
Or maybe CTXS, but they just bought sharefile.
However, with VMW having Mozy, seems like it would make sense to even the playing field. Or how about CSCO to add to their Webex Products.
Really they should be open game for anyone.
I wonder how they will do if they stay on their own. I really don't hear much about them anymore.
I was put onto GGN by someone. Maybe on this board...
They pay a nice monthly dividend based off of Gold Companies and Natural Resource Companies.
I don't really know much about Gabelli and their track record.
It is a nice dividend, but I wonder what 2012 will hold for its supporting companies.
I would love to hear some thoughts on the topic if there are any folks out there who follow it.
Gives you something to do while AWP slowly churns.
Yeah, let's face it. They make the Mifi which has sold like hot cakes by Verizon and all the big guys and they can't even make that work. How much of these hard drives would they have to sell to have an impact.
However, maybe... just maybe, this will cause Seagate or the likes make a move to buy out NVTL for the technology because it would close down the ability for the competition to jump in and offer something similar without a lot of effort.
I suppose I should look at the PRs and actually read them before posting news from CES...
It is interesting that this news has not moved the stock more. Maybe the markets aren't big enough?
Here is a little article that might give you a little more hope in a NVTL Buyout or partnership...
Then again, it could prove further doom for NVTL if they fail to partner with these other folks.
Last night i was flipping channels and saw them selling NTRI on QVC. It was a fantastic infomercial. They had all the food out and cooked and it looked good. They had the 4 week plan on sale for $270 or there about.
While I was watching (maybe 5 minutes)about 2000 people bough it.
That is promising.
It is probably cheaper than selling through other advertising.
I just put a call into someone who works there and they said the sales folks have been getting hammered with calls.
Can't confirm the new hires, but sounds good for new business.
Things had been VERY bad there, so this is great news and the stock should relect it if they can keep it going.
It is really good how Weight Watchers is pumping up the whole diet thing as well. It is creating a ton of excitement in this macro diet market. Instead of taking a bigger bite of the pie, I get the feeling that the whole pie is getting bigger, therefore more love to go around.
NTRI has a very good system and should benefit greatly from all that is going on.
I have been in AWP since the begining and noticed it just hasn't been doing so well. I will hold it for a bit more to see if they can get their act together, but I do miss the year end divi.
I just bought some NTRI (Nutrisystems)and you might want to give it a look. Over 5% dividend and hopefully bottomed out.
They just landed Janet Jackson as their spokesperson along with Terry Bradshaw. They were having a really bad Q into the end of the year, but supposedly have been on fire since the new plans have been put in place. Worth a look. Unlike AWP, most folks are adding weight...
I agree with this article/blog:
NTRI has not had a good year, but it looks like they are making some strong moves to get things flowing again.
I have only started my position. Momentum should start to pick up. Everyone knows this Q is going to be bad, so it is guidance and progress that will drive this stock. TB and Dan Marino may seem silly, however I think football is silly, yet millions and millions of folks spend their Sunday and Monday sitting on their couches getting fat and yelling at the TV. They respect these guys. And really Janet is the one I expect to pull the most weight for attracting new dieters.
They just landed a bunch of great spokespeople and have a wonderful products. Their stock has been beaten down, but I suspect this new marketing storm and new faces will take them for a ride.
I am wondering what the odds of WTW buying NTRI are as well?