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VMware, Inc. Message Board

zachtw24 2 posts  |  Last Activity: Feb 17, 2015 7:42 AM Member since: Apr 7, 2003
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  • 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

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

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