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VMware, Inc. Message Board

taxi_dog 12 posts  |  Last Activity: Apr 19, 2013 10:42 AM Member since: Apr 14, 1999
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  • Reply to

    VMW Going Into Earnings - Look back 3 years

    by taxi_dog Apr 18, 2013 5:05 PM
    taxi_dog taxi_dog Apr 19, 2013 10:42 AM Flag

    Hard to love AAPL with out Steve Jobs. Now feels more like Microsoft. Would not be looking at AAPL until $375.00 with a stop around $350. Added to position on VMW.

  • Am long VMW going into earnings and will likely add to current position. Have been in and out of VMW many times over past 4 years. Did a chart of last 3 years and the trend appears to be when VMW has been hammered following a quarterly earnings disappoint, the following quarter it rallies very strong with upwards of a 15-20%+ rally - this has happened almost to a T for each quarter for past 3 years. My read going into the quarter is buyers are bearish in light of last quarter where sentiment going in was high going into earnings and are taking off risk going into this quarter. Check it out and if anyone see's same. Interested in your feedback. Thanks. T

    Sentiment: Buy

  • Reply to

    Could It Be?...

    by EBBJAY Jul 16, 2004 12:00 PM
    Taxi_Dog Taxi_Dog Jul 16, 2004 3:52 PM Flag

    Strictly looking at the chart, VSAT blew threw its support levels back on the 9th of July (200 day, 50 day, 30 day, 10 day & 5 day), and with no news, a queasy market environment early in earnings season has done nothing to help. That notwithstanding, if in fact there is a likelihood of a secondary offering, then does anyone have any idea at what number will that be and better question, how much cash will VSAT looking to raise? I'd look to see today's low of $18.36 tested again Monday, if it holds, then I'd be a buyer. If not look to see share prices drop to $17.46. I'd be a buyer at $17.50. I own XM & GLW and each did 2ndry offerings in recent past and dropped to offering level, and lower, then recovered nicely

  • Taxi_Dog by Taxi_Dog Jul 16, 2004 12:31 PM Flag

    Any updates on status on second round bidders for Direcway. Is VSAT still one of the Direcway bidders and if so, how would VSAT finance purchase. Also, what is likely purchase price and will the purchase be accretive?


  • Ave Daily volume on VSAT for last 13 weeks, 217,000 shares per day. Average daily volume for last 8 sessions since March 22, 81,033 shares. Average daily volume for last 5 sessions has been 66,000 shares. For a company with approx. 26 Million shares outstanding (+/-) and a float of approx. of approx. 9.0 Million shares, does anyone have any ideas why volume has so drastically dropped off? Thanks.

  • Reply to

    Astrolink International Scrapped

    by EBBJAY Oct 30, 2001 1:55 PM
    Taxi_Dog Taxi_Dog Oct 30, 2001 2:30 PM Flag

    This is very positive for Vsat. Astrolink has not been a likely player in this space for some time. Management has been in transition and/or in transition for approx. one year. However, the player to step into this space is Wildblue, a customer of VSAT. Additionally, Wildblue is partially owned by Echostar (Dish) who also has a 50% stake in Starband and Echostar plans to be a huge player in this space which is part of the attractiveness of GMH. All for now but I think Astrolink's demise together with Echostar's purchase or GHM is major plus for VSAT.

  • Reply to

    Weekend Thoughts....

    by docproc1_2000 May 26, 2001 1:18 PM
    Taxi_Dog Taxi_Dog May 27, 2001 9:07 PM Flag

    yep great quarter, 25% better than expected earnings, but you've had share price double inside of 30 days (+/-), notwithstanding the the old adage, buy the rumor, sell the news. stock is now in a consolidating patern and should test 200 day moving average at 17 per share and if market weakens, then look for a test of 50 day moving average, 14. however, this is a great buy and hold story. accumulate dips and hold for long term.

  • Taxi_Dog by Taxi_Dog Nov 14, 2000 9:06 PM Flag

    Though a great quarter overall, there were a few
    a number of things that came into play today from
    Q3 report that were bearish; 1st, this was the first
    formal statement from Echostar/Dish acknowledging that
    there is no way for it to get into the mix in the
    purchase of Direct TV which effectively focuses attention
    on an unknown factor relative to future revenue
    growth and costs to acquire subs; 2nd, sub growth for
    the quarter was slower and more costly then some
    would have liked though in line with expectation; 3rd,
    in the conference call (after which shares went
    lower),Charlie sounded cautious on sub growth and costs to
    acquire new subs and the impact of a slowing economy on
    future growth. He specifically made references to the
    impact of higher fuel costs on sub growth and revenue
    growth in this last quarter saying that there was a drop
    off in sub growth when fuel prices took off in
    Aug/Sept. Since Mark Nabi - MSDW and Robert Kaimowitz - ING
    Barings did participate in this call, look to see if they
    make or revise recommendations on Dish. Lets look for
    a move off of today's close higher in the morning.

  • Taxi_Dog by Taxi_Dog Nov 13, 2000 11:36 AM Flag

    What are the expected and whisper numbers for sub growth to be announced tomorrow? Thanks.

  • Reply to

    Deleted Message

    by yahoo May 10, 2005 11:26 PM
    Taxi_Dog Taxi_Dog Jun 7, 2000 3:36 PM Flag

    No need to come up with a plausible story by
    Shib!!! Dish is very definitely a company that a trader
    could and should have been making $$$'s in over the
    last 2 months during the "45% drop". Furthermore, I
    would have been a whole lot more impressed with
    Streetadvisor's Mr. Hank Shore's call on March 30th, if he called
    for a 36% drop in Nasdaq at the same time he pounded
    the table to sell Dish!!! Now that would have been a

  • Taxi_Dog Taxi_Dog Apr 15, 1999 12:10 AM Flag

    All the talk about Symc and IBM as being a match,
    could be, let's see (sorry about the rhyme). Word,
    however, is SYMC has been on the block for some time with
    no takers. Its about time Symantec comes of age.
    Thompson is great news. Also read the following: "Internet
    software superstore (Nasdaq: BYND)
    announced today it has signed an agreement to create and
    manage a global online software store for Symantec
    Corporation (Nasdaq: SYMC)...The Symantec software store is
    scheduled to launch for U.S. customers in the second
    quarter of calendar 1999. The international store, which
    will be multi-lingual and support multiple currencies,
    is scheduled to launch in the third quarter." Its
    about time.

  • Taxi_Dog Taxi_Dog Apr 14, 1999 10:26 AM Flag

    Eubanks leaving was the first great step forward.
    Thompson's selection is next. His leadership should solidify
    direction and possibilities for Symantec and pulls closer
    the strategic alliance(s)with IBM....Who know's how
    close Symantec's relationship with IBM may get? The
    street likes the news up, $1.5 first half hour of
    trading and for good reason. It looks like its time to go
    long on SYMC!!!!!

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