Fri, Feb 27, 2015, 6:08 PM EST - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

VMware, Inc. Message Board

zachtw24 2 posts  |  Last Activity: Feb 17, 2015 7:42 AM Member since: Apr 7, 2003
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Earning More, Returning More, Worth More
    ■ Bottom Line: MU held its well-attended Winter Analyst Day in Scottsdale, AZ on 2/13, during market hours. Consistent with our preview, the analyst day highlighted the continued structural improvement in memory – slowing supply, diversifying end demand, sustainable ROI and cash returns. We would highlight: (1) Additional detail on Inotera which could add base-case ~$0.30-$0.40 to CY16 EPS of $4.83, and potentially $0.50-$0.70 in a flat pricing environment, (2) A positive update on 20nm yield/ramp in Hiroshima (40% of DRAM capacity), which might not be enough to support MayQ Street EPS of $0.88 (CS at $0.77), but does strengthen our view of $1+ EPS/Q in Aug/NovQ, (3) Continued confidence in long-term supply/demand balance in DRAM with supply growth decelerating from 33% CAGR in 2010- 2014 to

    Sentiment: Strong Buy

  • Great time to buy today. Mutual funds and investors that buy dividend stocks will come in over the next few months and bring a new world of investors to GILD, just like AAPL.

    Sentiment: Strong Buy

85.07+1.09(+1.30%)Feb 27 4:03 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.