HindsightRAM

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    • Fri Mar 7th 22:58 PM | Rating: 0 0
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      Why Would Anyone Buy VMware?
      I saw this old article and looked back a little at what happened. Sure VMW climbed in value and then it dropped. But then again look at similar Tech markets, they all kinda tanked lately.

      I blame the financial analysts, for the state of the IT markets. You know what a run on a bank is? Well most financial analysts are telling people to stay away from IT stocks. They say little chance of recovery in that area for at least 18 months. It may be true, but even if it isn't just saying this often enough to enough people, makes it happen.

      I've started to hear more and more people talking about the problems that MSFT is having. If enough people continue to voice this, it will have the same effect. If this happens, the most attractive tech stocks, will most likely be VMW, GOOG and NOVL (If they could merge I would be happy, but not likely to happen). If you ask me why, I would answer they are the big players offering alternatives that will still integrate very well with Windows products.

      I am by no means a Microsoft fan but I am impressed with how they can get out of major disasters with not loss of consumer confidence. Hotmail got hacked... no biggie. Someone broke in to the MSFT Exhange server and emailed everyone all MSFT usernames and passwords... no biggie. Vista... do I have to say anything else?

      I am not sure I understand financial markets. It would strike me that a company making software, must be the toughest to assess. What are R&D costs,? How much are they selling their products? How many do they have to sell to break even, how many are they likely to sell? Oh yeah and is support free and what is it costing the company? Long story short it is a tough market to invest in. But if you know the technology and have a big mouth to make people believe in products you believe in, you should invest in those products... (for the long haul)

      My BIG (mouth) dream... Have GOOG approach Sony and Nintendo, to make bootable SD device for their game consoles, that will run a GOOG thin client, to a Linux or JAVA based portable computer on the GOOG net running OpenOffice, FireFox and Thunderbird, etc. GOOG better do this before MSFT does this with the XBOX (For security reasons I am assuming MSFT may not want to go down that road). It would be a interesting way for Nintendo and Sony to say to MSFT, you came fishing in our backyard, we are going fishing in yours. It would really help the Linux cause too, maybe NOVL should get involved in brokering that deal. VMW could work on the thin client aspect... They should all merge...
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