Comments on: Nothing Virtual about VMWare's (VMW) Blowup

By: You Lost Big

You Lost Big — Wed, 30 Jan 2008 01:59:03 +0000

Disclosure – Long VMW…until tomorrow.

You lost big time… what’s up with that?

By: McLarty

McLarty — Tue, 29 Jan 2008 18:46:51 +0000

any IT problem this decade that these companies cannot solve?

I don’t know if that was rhetorical, but I think I know of one. Deep Packet Inspection and the bells and whistles that go along with it’s benefits.

If you believe the internet is growing too fast -> Sandvine. TSX:SVC. I’m long.

To top it all off, they are founded and built on the same talent that started RIM…University of Waterloo.

They can’t catch a bid recently because they had their first quarter of negative growth. The recent quarter broke their 12 quarter streak of taking revenue from $500K to +$20M per quarter!!!

By: Keith Shepard

Keith Shepard — Tue, 29 Jan 2008 13:09:34 +0000

Good point(s), haileris.

By: Bruce

Bruce — Tue, 29 Jan 2008 10:52:17 +0000

Cramer means well but he needs many caveats/disclaimers.

You can’t blindly follow anyone, not Jesus, not Buddha, not EVEN Cramer.

By: Tamas

Tamas — Tue, 29 Jan 2008 08:40:38 +0000

uhm, google, amazon & ibm ?

any IT problem this decade that these companies cannot solve ?

By: Howard Lindzon

Howard Lindzon — Tue, 29 Jan 2008 06:19:11 +0000

any public companies in this space?

By: haileris

haileris — Tue, 29 Jan 2008 06:03:35 +0000

The problem with VMWare is that they are solving a problem that existed years ago. Today the needs are much grander, "Google Scale," if you will. The future is in EC2 and Hadoop, not virtualization.