Seeking Alpha
  • Chines33
    Tomorrow on my short list to buy is SLB APA ESV WY. On similar weakness.
    11/17/11
    Reply (19)
    • Chines33: FLR and BRCM grossly cheap...BRCM is noe back to where I originally bought it and I will add on further downside.
      11/17/11
    • Conventional Wisdumb: what aboutt NTAP? got crushed today but I always liked it.
      11/17/11
    • dak269: Buy EMC if u like NTAP...
      11/17/11
    • Chines33: EMC is taking share from NTAP each quarter and had huge growth with almost full ownshership of VMW..Also stellar balance sheet,
      11/17/11
    • Chines33: I've been long EMC for a long time and plan on holding or adding if it gets below my cost basis.
      11/17/11
    • Conventional Wisdumb: tx. Funny when I was a buyer of storage, I would always take NTAP over EMC. Times have changed I guess.
      11/17/11
    • Chines33: VMW is my main reason for choosing EMC going to make them a lot of money.
      11/17/11
    • dak269: I might actually buy EMC soon...I'll let you know Chines in case it has the same effect as BRCM.
      11/17/11
    • Conventional Wisdumb: Lots of opensource competition to VMW. The air could pop out of that one quite easily if we start to get more economic pressure
      11/17/11
    • Conventional Wisdumb: groups like Xen, http://xen.org/ have products that are better than VMW and they are "free". I know you trade and don't hold keep it in mind
      11/17/11
    • Conventional Wisdumb: mainly for companies that want to outsource to the cloud rather than house their own. I think this trend is going to pick up.
      11/17/11
    • Conventional Wisdumb: which will impact the hardware storage companies. the price competition from "generic" servers are what will put pressure on them. GEEKS!
      11/17/11
    • 0ZJ: CW is correct, the hypervisor is being commoditized. A few years ago Xen, KVM and others were well behind VMW in functionality...
      11/17/11
    • 0ZJ: That's no longer the case. AMZN and others have demonstrated that you can build large scale, reliable VM infrastructure on open source.
      11/17/11
    • 0ZJ: Projects like Openstack are demonstrating that you can do orchestration (VMWs remaining selling point) with OSS as well.
      11/17/11
    • 0ZJ: Furthermore, VMW is a sickeningly cocky company right now. Dealing with them professionally today is a lot like dealing with MSFT was...
      11/17/11
    • 0ZJ: ...10+ or so years ago when Internet Explorer was king, AAPL was dead and no one had heard of GOOG or conceived of Facebook.
      11/17/11
    • 0ZJ: Also, note that the all the founders of VMW resigned or were fired from VMW by 2008. VMW isn't trading much above the point it was then...
      11/17/11
    • KDawgRX: I'm with you, APA looks pretty darn cheap here. I've got DVN on that list as well next to ESV.
      11/17/11