For investors bearish on
VMware (NYSE:
VMW), this was an interesting quarter. Plenty of other software companies (such as
IBM (NYSE:
IBM),
Microsoft (Nasdaq:
MSFT) and
Oracle (Nasdaq:
ORCL))
have talked about weak macro conditions, but VMware's stock was weak
going into this report and the bookings number did look pretty soft.
Although I happen to be more positive about the long-term fundamentals
for VMware, the valuation still leaves plenty of risk for this once (and
future?) growth darling.
Please follow this link for more:
http://www.investopedia.com/stock-analysis/2012/Do-Weak-Bookings-Prove-Anything-About-VMware-VMW-MSFT-CTXS-CA1025.aspx
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