Comments on: VMWare (VMW) – A Creative Way to Own the Stock http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Zach http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/comment-page-1/#comment-4219 Zach Tue, 29 Jan 2008 22:17:09 +0000 http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/#comment-4219 Pablo - I always try to be transparent with my positions. I had put VMW on as a short-term trade with in the money calls. My reasoning was that the option premium was worth the risk. But I have a hard time recommending that to others who may not have the expertise to manage that risk - so therefore EMC looked like a better option. As it turned out, EMC held up relatively well dropping only 5.6% compared to over 34% for VMW. I find that intriguing as the market basically asseses more value to the "non-VMW" EMC today than it did before the announcement. There is something irrational about the discrepency between the two stock movements today. Pablo – I always try to be transparent with my positions. I had put VMW on as a short-term trade with in the money calls. My reasoning was that the option premium was worth the risk. But I have a hard time recommending that to others who may not have the expertise to manage that risk – so therefore EMC looked like a better option.

As it turned out, EMC held up relatively well dropping only 5.6% compared to over 34% for VMW. I find that intriguing as the market basically asseses more value to the “non-VMW” EMC today than it did before the announcement. There is something irrational about the discrepency between the two stock movements today.

]]> By: BorisB http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/comment-page-1/#comment-4218 BorisB Tue, 29 Jan 2008 22:06:51 +0000 http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/#comment-4218 i appreciate it thankyou. VMW 5 letters, say it with me, C-R-A-S-H, when/how much is the time and price to open VMW/EMC longs? i appreciate it thankyou. VMW 5 letters, say it with me, C-R-A-S-H, when/how much is the time and price to open VMW/EMC longs?

]]> By: Pablo http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/comment-page-1/#comment-4208 Pablo Mon, 28 Jan 2008 17:44:21 +0000 http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/#comment-4208 Through your article you claim that you dont really want to own VMW because of high valuation which could be risky and state that EMC is a better play. However at the end you have a disclosure that you are VMW long. ???? Through your article you claim that you dont really want to own VMW because of high valuation which could be risky and state that EMC is a better play. However at the end you have a disclosure that you are VMW long. ????

]]> By: thewild1 http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/comment-page-1/#comment-4198 thewild1 Sun, 27 Jan 2008 04:55:48 +0000 http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/#comment-4198 I'm working with EMC long. Can't way for it to payoff (hopefully). I’m working with EMC long. Can’t way for it to payoff (hopefully).

]]> By: Alex - My Trader's Journal http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/comment-page-1/#comment-4194 Alex - My Trader's Journal Sat, 26 Jan 2008 20:45:53 +0000 http://zachstocks.com/2008/01/vmware-vmw-a-creative-way-to-own-the-stock/#comment-4194 Thanks for the consistantly well thought out ideas you post. I had almost forgotten about VMW and will have to go back and consider EMC again. Thanks for the consistantly well thought out ideas you post. I had almost forgotten about VMW and will have to go back and consider EMC again.

]]>