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Zecco.com » Top ZeccoShare Holdings » VMware (VMW) » VMWare falls
Last post 07-27-2008, 9:16 PM by Stardust. 6 replies.
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  •  07-08-2008, 5:56 PM 33140

    VMWare falls

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    VMWare's CEO was replaced and the stock price fell 24%. Tough day for this Zecconian. What do you guys think - will it come back?

    I think the market overreacted - the board should have the company's best interest at heart. And the CEO had a one year contract expiring this summer anyways. Surely the new guy from Microsoft must know what he's doing? Is this perhaps a good buying opportunity?

  •  07-17-2008, 11:53 AM 33702 in reply to 33140

    Re: VMWare falls

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    I have been working on this field, Information Technology,  for almost 20 years and quite frankly, I don't care much for VMWare.  My current boss really like VMWare and he wants to to implement it, but he will retire by the end of this year.  After I take over, VMWare will be the first project that will send to the trash.   Don't get me wrong...I really have nothing against VMWare.   I think that VMWare is a good idea, but it's way before its time.  May be I will consider it 5 years from now, but now isn't the right time for it, especially during the recession.   IMO, CSCO is currently in much better position than VMW because most companies would definitely focus on upgrading their networks.  On my list, the network should come first, the application come second, and the servers come third.   Sorry, that isn't what you want to hear, but that's how I work in the real world.

  •  07-17-2008, 10:07 PM 33737 in reply to 33702

    Re: VMWare falls

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    Stardust, good to hear your perspective. Sometimes people who use the product can tell you more than the charts.

  •  07-22-2008, 5:21 PM 34070 in reply to 33737

    Re: VMWare falls

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    i couldnt disagree more.

    I have been in IT since 1995. I have an undergrade degree in compsci and MBA in Finance. I've earned more than a dozen certifications from red hat, microsoft, sun, cisco, etc.

    i have architected, implemented, and supported vmware solutions in 3 large enterprises. two companies were publicly traded and have huge name recognition.

    that said, vmware the product is the future. vmw the stock, not so much.

    we have virtualized our entire web, development, and qa infrastructures on vmware's esx products and havent looked back. we are in the process of virtualizing our erp and SAP environments as well.

    our server count has doubled in 9 months our power utilization has not. nor has our data center foot print, cooling requirements, or HEAD COUNT!

    vmware is ahead of everybodys time, except their own. vmware virtualization is ready for prime time and i sleep well at night knowing my sleep is dependant on vmware's stability.

    virtualization offerings from msft are shameful as are xen and the few other alternatives available.

    investing in vmware the product to support your IT infrastructure is a wise investment.
    investing in vmw expecting positve returns, not wise.

    .02$

  •  07-23-2008, 1:52 PM 34136 in reply to 34070

    Re: VMWare falls

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    enoxard,  I think you misunstood my comment.  I do not disagree with what you said.  In fact, I also thought that VMWare is wonderful and ahead time too.  I was just saying that I don't see myself buying the Ferrari anytime soon, especially during the recession.   May be I will consider it 5 years from now.

  •  07-26-2008, 1:44 PM 34325 in reply to 34136

    Re: VMWare falls

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    its not so much a ferrari as it is a large piece of valuble land. build to suit.

    i agree that vmware solutions are large and can be complex. as such, vmware is not suited for every enterprise.

    i do expect smaller and medium sized business to take advantage of virtualized infrastructures as talent or equvilent alternatives become available, or costs come down.

    even today, most business would benefit from virtualization. with the state of backup realiability today, its nice to know you can build a stable server image and save it as a file. if your production machine ever dumps, simply copy back your golden master server image and power it on.

    its incredible how many virtual servers a single administrator can juggle. not to mention the availabilty gains realized as a result of virtual servers..  and time off for your engineers. =)

    and then theres support. send your broken vmware guest server to red hat, sap, oracle, or whoever you pay for support. they can power on your broken server, dig in, and lay their expert eyes on your machine..

    sleep well.

    cheers.

    e.

  •  07-27-2008, 9:16 PM 34370 in reply to 34325

    Re: VMWare falls

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    enoxard:
    its not so much a ferrari as it is a large piece of valuble land. build to suit.


    That sounds pretty nice; however, there is always a chance that someone may build a pig farm next to your prime land.  Just kidding about the pig farm but it could happen.  It has been nice talking to you.  Thank you for your excellent inputs.  I will reconsider my position on VMWare.
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