VMware, Inc. Message Board

stock looks great for new highs to be set

It is coming as estimates continue to get cut

There is at least 2 more bad Qtrs. The primary issue is they are spending on network and not able to sign up enough subscribers.

Second half of 2013 Brazil will contribute nicely, but until then the trader mentality seems to be what will happen the next 15 minutes.

they have been stuffing the channel and it finally caught up with them. FIO was clearly prices for high growth that suddenly has gone down the drain. Look at revenue and EPS estimates for this Qtr and next BOTH in RED.

Management said they expect to return to growth AFTER this Qtr. All that means is they will clear the inventory this Qtr and start stuffing the channel again and call it growth.

Just wait till INTEL enter the picture and this puppy will get clobbered.

on the next leg down for the overall market.

Question you have to ask yourself is what moves the stock higher in short term when the company has clearly disappointed the street and is being placed in the penalty box.

The magnitude of decline suggests this will take months to get fixed.

JMHO

WTH was Emulex thinking in rejecting the offer? Stock has not seen those levels and Management has failed to deliver with any consistency.

My question is if ELX was attractive take out candidate for BRCM, surely it must be attractive to other competitor's of BRCM.

Is there any list of potential candidates who may take out this puppy and put the shareholders out of their misery? Or does the BOD has to be retired first since they're they one who advised against BRCM offer.

If it doesn't hold next stop is $45 then low $40s.

Pull up the weekly chart and you will see the clear picture.

Deutsche Bank Downgrades MGM Resorts (MGM) to Hold, on Near Term Strip Headwinds
6:52 AM ET, 01/29/2013 - Street Insider

Deutsche Bank downgraded MGM Resorts (NYSE: MGM) from Buy to Hold with a price target of $13.00.

The firm comments, "At current levels we see modest remaining upside and a fair, if not risk weighted, risk-reward scenario and hence we are downgrading to Hold from Buy. We see the potential for a near term catalyst with an MGM China dividend which furthers the MGM parent cash flow story, but see few fundamental reasons from here that drive shares meaningfully higher. Furthermore, we see 4Q12 earnings and what we believe are elevated Consensus estimates for Strip performance in 2013 as being potential headwinds for the stock. We do not believe the strong 1H13 group/convention business is enough to mitigate the broader issues that we expect to persist in 2013."

For an analyst ratings summary and ratings history on MGM Resorts click here. For more ratings news on MGM Resorts click here.

of the punishment that gets inflicted on high muliple stocks when growth does not live to expection and competion increase and drive margins lower.

Be very careful with stocks like FIO.

new lows will be set.

"was all driven by long-term deferred revenue, suggesting term-length, not deal volume drove the upside. A lack of license upside with an up-turn in ELA activity should be a concern."

Worlforce reduction of 900 employees validates the slowdown.

too many players in smart phone market. This will PRESSURE Apple's margins.

Apple has enjoyed mjor advantage when they were alone. Now every phone maker has a smart phone much cheaper than iPhone.

iPAD is going through the same process. Soon everyone will have an iPAD and it will eat away from Apple's margins.

is an idiot who has not learned his/her lesson yet.

Mnagement has lost total credibility. They could not explin properly the HUGE miss, the inventory build and the reset.

next stop