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VMware, Inc. (VMW)

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  • Jan. 15, 2013, 5:44 PM
    Microsoft (MSFT) has refreshed its cloud infrastructure software lineup. A service pack for Microsoft's System Center management software allows cloud apps/resources within to be centrally managed, and for different IT hardware resources to be simultaneously delivered - VMware is moving in a similar direction. Also, Microsoft's Azure cloud platform has been updated to support new monitoring and hosting services. Microsoft continues to make Azure's support for hybrid clouds a big selling point as it competes with the likes of Amazon and Salesforce.
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  • Jan. 15, 2013, 12:56 PM
    A month after buying software-defined networking (SDN) controller vendor Contrail (I, II), Juniper (JNPR) is outlining its SDN vision. Like Cisco and VMware's Nicira, Juniper is supporting network virtualization and the centralization of management features on a controller. Just as importantly, it's announcing a novel pay-as-you-go software licensing model that allows licenses to be moved between devices. The move follows Cisco's efforts to use SDN to boost software sales, and is arguably an attempt to counter the commoditizing impact SDN could have on Juniper's switches.
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  • Jan. 8, 2013, 2:45 PM
    EMC (EMC -1.5%) has acquired iWave, a developer of software that automates the provisioning of storage systems and private clouds, iWave's CEO discloses. Both EMC proper and VMware have been investing heavily in IT hardware/cloud automation solutions, and the fact iWave already had a reseller deal with EMC should simplify product integration. Red Hat, Citrix, and Microsoft have also been growing their presence in this space. (also) (William Blair downgrade)
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  • Jan. 3, 2013, 4:51 PM
    Mellanox's warning fueled a gradual selloff in enterprise tech stocks. Some storage-centric names were among the hardest-hit: FIO -6.2%. BRCD -4.7%. ELX -3.9%. XRTX -4.7%. Other notable decliners: FFIV -3.8%. CTXS -3.4%. VMW -3.2%. TIBX -3%. QLIK -8.4%. (security hardware stocks)
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  • Jan. 2, 2013, 6:28 PM
    Craig-Hallum has joined Oppenheimer in making cautious remarks about EMC (EMC -2%). Though believing EMC can meet Q4 estimates with the help of strong high-end storage (VMAX) and VMware (VMW +0.7%) sales, the firm thinks 2013 guidance could miss consensus in light of challenges posed by technologies such as flash storage, public cloud services (such as AWS), and open-source cloud solutions such as OpenStack. While impressed with EMC's flash efforts, CH largely sees them as defensive moves aimed at upstarts such as Fusion-io (FIO).
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  • Jan. 2, 2013, 11:47 AM
    EMC's (EMC -2.2%) Q4 sales will come in at the low end of its $5.92B-$6.07B guidance range, thinks Oppenheimer after conducting U.S. and European checks; the consensus stands at $5.98B. 23% of Oppenheimer's contacts expect sub-5% Q/Q growth in EMC sales in seasonally strong Q4 (up from 15% a year ago). Also, the firm thinks sales of EMC's Data Domain de-duplication hardware and Avamar backup/recovery gear are slowing, though demand for its mid-range VNXe systems (competes with NTAP) is strong. EMC and VMware (VMW -0.4%) are underperforming.
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  • Dec. 21, 2012, 5:28 PM
    Red Hat's (RHT) acquisition of ManageIQ is aimed at VMware (VMW), suggests CEO Jim Whitehurst in a short interview. Though VMware has made decent enterprise traction with its vCloud management/provisioning platform, they're "almost nowhere in public cloud," declares Whitehurst, who thinks the preference among Internet companies for open-source solutions will help Red Hat. TechCrunch's Alex Williams, who notes ManageIQ supports Amazon Web Services, feels likewise. (VMware/DynamicOps) (earlier)
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  • Dec. 19, 2012, 11:31 AM
    Some enterprise software names are rallying in the wake of Oracle's (ORCL +3.4%) FQ2 beat, which was fueled by strong software license sales. VMW +3.7%. WDAY +2.9%. SPLK +2.6%. INFA +2.2%. JIVE +3.5%. Also, Mellanox (MLNX +4.9%) is getting a lift from the strong performance of Oracle's engineered systems business. Oracle noted on its earnings call its app license growth was north of 30%. Goldman estimates total license growth received a 600 bps boost from acquisitions, but is still impressed.
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  • Dec. 17, 2012, 2:40 PM
    The tech sector is "trading at a discount to the market for the first time in 20 years," notes Merrill, which advises going overweight on tech stocks (along with energy and industrial names). Barclays portfolio strategist Barry Knapp also sees tech doing well in 2013. More cautious is JPMorgan's Mark Moskowitz, who forecasts 2013 IT spending growth of just 1.7% amidst weak demand for PCs (mobile cannibalization) and servers (the sales lift provided by virtualization is slowing down) (Marc Andreessen)
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  • Dec. 15, 2012, 8:42 AM
    Some of GigaOm's 2013 cloud services predictions: 1) Providers will work harder to prove their platforms are safe/reliable enough for enterprises. Amazon, Microsoft, and others already see this as a priority. 2) H-P will face a "make-or-break" year for its newly-launched cloud offerings, and the OpenStack infrastructure platform (supported by Rackspace, H-P, Dell, and others) will also have to prove itself. 3) Software-defined networking will only make modest progress, in spite of all the hype.
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  • Dec. 14, 2012, 12:40 PM
    Juniper (JNPR +2.9%) has rallied two days in a row since announcing its $176M purchase of software-defined networking (SDN) startup Contrail Systems (I, II). Light Reading thinks Contrail could be working on a genuine open standards-based SDN controller, something very different from the semi-proprietary solutions of Cisco and VMWare/Nicira. Stifel notes Cisco's (CSCO) plans for its OPEN SDN architecture involve selling proprietary software for its switches - thus, SDN appears a means to its goal of doubling software sales over the next 5 years.
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  • Dec. 12, 2012, 4:33 PM
    Like many of its peers, Juniper (JNPR) is betting big on software-defined networking (SDN): the company is issuing 5.82M shares and $57.5M in cash to buy the shares of SDN startup Contrail Systems it doesn't already own; the total valuation is $176M. Contrail, which recently snagged the CTO of Juniper's JUNOS OS, has been in stealth mode, though its blog posts suggest it might be working on an SDN software controller that will compete with VMware's (VMW) Nicira unit, seen as a threat to Cisco and Juniper's hardware margins.
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  • Dec. 6, 2012, 1:58 PM
    Cisco (CSCO +1.3%) and Juniper (JNPR +3.9%) are higher, possibly aided by a Credit Suisse note downplaying the threat posed by software-defined networking (SDN) solutions, such as those offered by VMware's (VMW) Nicira.  CS notes most of the IT pros it spoke with at a conference were "simply trying to understand what is SDN," and argues Cisco has a "practical and flexible" SDN strategy (I, II, III). Others have suggested SDN fragmentation between controller standards pushed by Cisco, Nicira, and the OpenFlow camp are a problem. Cisco's analyst day is tomorrow.
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  • Dec. 5, 2012, 5:38 PM
    Citrix (CTXS) is making a push into enterprise mobile device management (MDM) software by acquiring Zenprise, one of the market's early leaders. Citrix touts Zenprise's ability to complement Citrix's mobile-oriented products, such as GoToMeeting, Podio, and ShareFile, and in doing so create an end-to-end suite for managing devices, apps, and data. SAP's Sybase unit is also a key player in MDM software, as is Symantec. Look for VMware (VMW) to buy an MDM firm to complement its Horizon Suite, which competes with various Citrix products.
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  • Dec. 4, 2012, 12:44 PM
    EMC and VMware (VMW) have made their rumored spinoff official. Called the Pivotal Initiative, VMware says it will feature not only the Greenplum, Cloud Foundry, SpringSource, and Gemstone units, as has been reported, but also EMC's Pivotal Labs Web/mobile software development tool business, and VMware's Cetas big data analytics software unit. As expected, ex-VMware CEO Paul Maritz will be in charge. Virtually anything offered by VMware/EMC that's aimed at Web/cloud developers or big data projects is in the mix. If an IPO happens in the future, it could be a big one.
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  • Nov. 30, 2012, 3:55 PM
    TechCrunch backs up this week's GigaOm report (I, II) about VMware (VMW) combining three non-core businesses servicing Web/cloud app developers with EMC's Greenplum database and analytics hardware/software arm, whose products are often used in big data projects. Like GigaOm, TechCrunch claims ex-VMware CEO Paul Maritz will head the new unit, while adding about 1K VMware employees will be working for him. An announcement is expected next week.
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Company Description
VMWare, Inc., provides virtualization infrastructure solutions utilized by organizations. It has three product areas: Software-Defined Data Center, End-User Computing, and Hybrid Cloud Computing.