VMW

The last IT earnings for November were reported on Tuesday. I am going to review the announcements of ADSK, VMW, and VEEV. Dell, which is a company I do not normally review also reported Tuesday evening. It is large and has many moving parts. It is a company that still is dealing with the turmoil…

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It was announced after the close of the market that VMWare is in negotiations to acquire Pivotal’s public shares at a price of $15. In response to the announcement, Pivotal shares are now trading around at $14, up almost 70% from where the shares had been trading before the announcement. The transaction is probably getting…

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Nutanix shares lost 9.1% of there share value this week. It is my view that the sell-off reflects investor concerns that are not well grounded. The substantive concern, implied by a Cleveland Research report, to the extent that Dell is taking share or will take share from Nutanix simply doesn’t come from any independent sources…

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In the last few days since Thanksgiving there has been a mini-earnings season. IT vendors that have reported include Salesforce, Nutanix, Splunk, Palo Alto, Veeva, Box, VMware, Plan, Yext and Zuora. I can’t really write in any great depth on all of these names in a timely fashion. I have written about Nutanix and its…

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Summary VMW reported the results of its fiscal Q2 late last week. The results were a beat and raise quarter, albeit with some confusion as to how the raise should be calculated. The company shares fell because bookings metrics were considered mediocre by some. The company is really firing on all cylinders with strong growth…

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This afternoon, 4 names that I follow carefully reported their results. And a company that is a recent IPO< OPRA, also reported its results and as they had revenues rising by 50%, far above expectations, it is another name on which I want to focus some attention. It is not feasible for me to provide…

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It’s official. Dell is proposing the buyout of its Class V tracking shares. Although the buyout price is supposed to be the equivalent of $109/share, the structure of the transaction which is based on either stock or cash, has left investors with some potential exposure to a security they may not wish to own or…

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VMWare, part of our high-growth portfolio, achieved another quarter of…high growth. Once again, VMW grew faster than expectations, and it raised its guidance by a noticeable amount, although it has certainly left room for upside surprises. The upside was driven by higher license revenues, plain and simple which in turn drove higher margins, and a…

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I have written several times in recent weeks regarding VMW and the potential reverse/merger with Dell. Over this past weekend, the rumor has morphed from Dell leaning to a merger with VMWare as a way to capture its cash flow and pay down its debt, to the latest set of rumors that suggest that Dell…

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We have added a position in VMW shares to our high growth portfolio. We entered the name at a price of $125.95 this past morning and we bought 143 shares. That reduces our cash position from $52,000 to $34,000, about 15% of the portfolio. We entered the name based on the combination of factors. One…

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