Comments on: VMware, Inc. (VMW) – Behind the Scenes http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/ Dynamic Investments for Exceptional Traders Fri, 19 Mar 2010 14:28:35 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: ZachStocks » Blog Archive » VMware, Inc. (VMW) - Family Squabbles http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/comment-page-1/#comment-4909 ZachStocks » Blog Archive » VMware, Inc. (VMW) - Family Squabbles Thu, 10 Jul 2008 14:50:29 +0000 http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/#comment-4909 [...] the announcement by Microsoft Corporation (MSFT) that they will be competing in the same space.  ZachStocks has covered VMW in the past as concerns over a high valuation set the stock up as a potential short.  Those who [...] [...] the announcement by Microsoft Corporation (MSFT) that they will be competing in the same space.  ZachStocks has covered VMW in the past as concerns over a high valuation set the stock up as a potential short.  Those who [...]

]]> By: mike http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/comment-page-1/#comment-4716 mike Thu, 29 May 2008 22:40:56 +0000 http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/#comment-4716 There may be other reasons why the market may not grow quickly, like budget constraints in the major world economies slip into recession, but not the one's Credit Suisse gave. Computers have been able to run multiple applications for years. The key benefit of virtualization is that it enables you to isolate applications running on the same machine. So if the application has a bug that brings the machine down, you only lose that VM that is running that app, not the whole machine. Cheaper memory is probably why you will want to virtualize. Most apps are not bound by the CPU, so this mean running 20 isolated apps on one machine makes a lot of sense, as you can save a lot of power and real-estate and man-power. The ROI on virtualization is reduced power consumption, real-estate, man-power and physical hardware, not on bilking software vendors. There may be other reasons why the market may not grow quickly, like budget constraints in the major world economies slip into recession, but not the one’s Credit Suisse gave.

Computers have been able to run multiple applications for years. The key benefit of virtualization is that it enables you to isolate applications running on the same machine. So if the application has a bug that brings the machine down, you only lose that VM that is running that app, not the whole machine.

Cheaper memory is probably why you will want to virtualize. Most apps
are not bound by the CPU, so this mean running 20 isolated apps on one machine makes a lot of sense, as you can save a lot of power and real-estate and man-power.

The ROI on virtualization is reduced power consumption, real-estate, man-power and physical hardware, not on bilking software vendors.

]]> By: borisb http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/comment-page-1/#comment-4714 borisb Thu, 29 May 2008 20:51:03 +0000 http://zachstocks.com/2008/05/vmware-inc-vmw-behind-the-scenes/#comment-4714 in these cases, you may be better of studying sales per share, and gross profit %, gross profit per share, because the company is not managing for GAAP earnings. That said the price to annualized sales ratio exceeding 10x might be bad news. in these cases, you may be better of studying sales per share, and gross profit %, gross profit per share, because the company is not managing for GAAP earnings. That said the price to annualized sales ratio exceeding 10x might be bad news.

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