I will try to make this as short as possible and long as necessary. Some subscribers like my efforts in terms of diction; all subscribers are going to like it better if I can produce profitable picks. I think the recent crash is epochal in nature. I have seen my share of crashes such as…
It was announced earlier today that IBM was acquiring Red Hat for $190/share, a premium of no less than 62% from Friday’s close. This is probably the most significant transaction of 2018 in the enterprise IT space. To say that the premium is extraordinary is an understatement-62% premium’s, in general, are extraordinary but given the…
Summary Pivotal shares have traded poorly since the company announced Q2 earnings. Now the shares are being further pressured by a new supply of shares coming from the expiration of the option lock-up. Despite these negative influences, Pivotal as a company is growing and it is finding success for its offerings amongst enterprise customers. Pivotal…
Many subscribers have felt some pain today based on the near-implosion of Pivotal shares. The shares have ended the day down about 20% and that is a lot of pain. I will cut to the chase. Pivotal did not lay an egg, it did not miss its revenue expectations last quarter and it is not…
April 20th is not, perhaps, the most auspicious day in human history being the birthday of one of the greater tyrants and mass murderers of the 20th century. But that was almost 130 years ago, and what is in a date anyway. Actually, I found out that the pasturization of milk was developed this date-and…
Pivotal, a venture owned by Dell/EMC, but with a strong commercial relationship with VMWare as well, went public on Friday. The results of the IPO process, compared to other recent IPO’s, was quite muted, with the shares advancing less than 5%. The IPO featured a two-tiered share structure with the buyers receiving shares with very…