Thursday, October 25, 2012

Investopedia: Do Weak Bookings Prove Anything About VMware?

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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