VMware, Inc. (VMW) Message Board

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Technology Stocks : VMware, Inc. (VMW)

VMW 142.48

0.0%

Nov 22 4:00 PM EST

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To: Glenn Petersen who wrote (8)	8/3/2007 6:11:06 AM
From: Hepps	Read Replies (2) of 358

Glen, Thanks for the board. I'm looking forward to exploring this IPO and VMWare's place in the market. I have to say I'm impressed with INTC and CSCO buy in of a combined 15.5 million shares. When two Gorillas hitch their wagon to a small company like that, it suggests that their strategy is a preemptive strike against MSFT, a company who will be rolling out their own product later on. If I understand the previous articles correctly, they're only going with an IPO of 33M shares (Looks like almost half owned by CSCO and INTC). I'm wondering if there will be unique design opportunities for CSCO and INTC that will favor VMW over its competition. Hepps

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