More on VMware's Q2: Unearned revenue balance +3% Q/Q and +10% Y/Y to $2.94B. The Nicira...

|By:, SA News Editor

More on VMware's Q2: Unearned revenue balance +3% Q/Q and +10% Y/Y to $2.94B. The Nicira acquisition represents an expansion by the server virtualization kingpin into networking software. Nicira's software-defined networking (SDN) solution, which manages third-party switches using commodity hardware, has become a thorn in Cisco's (CSCO) side, and bolsters VMware's efforts to be a top IT infrastructure management vendor. But the Street doesn't like the price. VMW -2.4% AH. (PR)