stock down ~1.5% now
the current VMW price drop doesn't seem to affect EMC and that is because the drop is unjustified.
and the stock is down 5%?
the Wall Street Criminals will always be Wall Street Criminals
which means they are actually projecting ~600M more this year than they original guided. In other words, they RAISED their guidance. YES, THEY RAISED THEIR GUIDANCE.
I know most people can't get that from a Conference Call (I had to listen to it twice to make sure I got it right) but the analysts are paid millions to understand it and factor the facts as they change in their models.
Heather from Goldman mentioned the confusion during the CC and she attributed it to the AH drop in the share price. Well, it is YOUR JOB as an overpaid analyst to SET THE RECORD STRAIGHT. And is not that difficult. Pivotal is out and so is their revenue, ~200M per quarter. In return, VMW gets 31% of the new company.
Come on people, get it together.
unless they are forced to. good luck implementing that "FREE" open$tack architecture
the full year guidance HAS NOT CHANGED. exclude Pivotal, and every metric is better than expected.
this is just amazing...
they lowered the guidance for the next q by 200 million like the rest of the industry. in Q1 they beat both, top and bottom. exclude Pivotal, and all the numbers look much better, including the licensing revenue.
the drop in AH does not match the results. regular people simply are confused. Heather from Goldman Sacks mentioned the confusion during the CC. I hope she sets the record straight tomorrow.
up from 0 to 3%.
i think people are missing a great opportunity here because of the Pivotal confusion.
the numbers are better than expected. in this tough environment the company is performing very well. growth up 17% in USA. take out Pivotal and the numbers beat every single benchmark.
if you take out Pivotal, VMW numbers are much better than expected.
i'm looking to add here....
based on all the hints I received for the past month: "large deals", "licensing improvements", 31% of Pivotal, Fidelity increased their stake, two other major holders increased their stakes, EMC bought over 100 million worth of stock, numerous upgrades and PT increases, 20%+ revenue growth in 2H13, etc....I probably should be all in into tonight. Unfortunately, I have to be disciplined and keep some dry powder. on any rate, I strongly think that longs will have a pretty good day tomorrow.
my guess is that the company has performed very well for the past three months. I say that because they have performed very well for years. for years, this company has been ahead of the competition and they are STILL ahead of the competition.
having said that, I will be keeping enough cash on the sideline to double down if i have to...
if the anal-ysts are correct, i think VMW will gap up on Wednesday.
Of the money I allocated to VMW, only half has been deployed with the bulk ~$74. I wanted to use the other half this morning at $71.50 but the order was not filled. Now, I'm going to wait for the earning announcement before i make another move. If it pops, I will not be chasing it...
and yet another positive comment today from some anal-yst
"Our channel checks support that view ... and indications of strong large-deal signings."
are you making money? did you cover this am and put some money in the bank? this is simply incredible. i just closed my am position for a 3.5% gain. if it drops again, you can count on me to be back
incredible action here now at $72.70 and climbing!
this has to be the 7th analyst since the earnings report coming to VMW's defense
Pacific Crest‘s Rob Owens today reiterates an Outperform rating on VMware shares, and a $125 price target, writing that his “checks” suggest the company had a “solid” quarter, “led by bundled solutions of vSphere and vCenter Operations Management.” He’s modeling $1.19 billion and 69 cents a share.
patience buddy, patience. nothing happens overnight.
currently, i'm waiting on one more drop in Apple to complete my position there.
btw, i also started a position in Cisco yesterday!