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  • Verizon: Investment Thesis Enhanced [View article]
    Sep 6, 2015. 09:19 PM | 1 Like Like |Link to Comment
  • Does My 5.8% Yield Portfolio Have Ideas That You Should Steal? (A Portfolio Review) [View article]
    I have many of the same high yielding positions. Over time I have realized that stocks/etf s over 5% are the riskiest part of my portfolio. I would have been better off in MO, T , VZ in heavier position ( my top holdings) than some of my
    +10% yielding positions, which are fine when going up but a bummer on the down side. I have readjusted to proven divi payers, growth stocks, AAPL, GOOG, NLFX and trade in my IRA on an in and out basis.
    Jul 8, 2015. 12:50 PM | 6 Likes Like |Link to Comment
  • VMware's (VMW -0.6%) purchase of Nicira is a "significant negative" for Cisco (CSCO -5.9%) and Juniper (JNPR -1.2%), argues MKM. The firm notes Google (a big supporter of software-defined networking) has reportedly installed Nicira's software in its newest data center, and that Cisco generates $14B/year in switch sales at a ~60% gross margin. Other Nicira customers include AT&T, eBay, NTT, and (notably, given its cloud infrastructure presence) Rackspace. (earlier)  [View news story]
    Long time high end storage sales, 35+ yrs. VMW knows what it is doing in this space and has insight as they develop next gen products. They know the timeline for the virtualizing of the network and the big data. The VCs are funding the storage cloud startups now and it is just a matter of time.
    I believe EMC recent management changes improve the skill set of VMW to move in this direction. Exciting times
    Jul 24, 2012. 02:51 PM | Likes Like |Link to Comment
  • VMware Sees Cloudburst Ahead [View article]
    I like the game Joe is putting together. He is just about done here at EMC and the shareholders should be pleased he has stayed and put this plan in place. The is a good old boy network at EMC and the West coast style at VMW. The new spin of Cloud co will attract more techies here in the valley.
    Hope the move gives me new Clould stock, positions new mgt and takes EMC to the next level......wish 40ish but now mid 30s would be fine. It will be interesting to see the European effect on their earnings,
    Jul 17, 2012. 03:39 PM | Likes Like |Link to Comment