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: Sr K who wrote (169)	7/8/2008 7:45:01 PM
From: stockman_scott	of 358

Stifel Nicolaus analyst Todd Weller says it's not clear what drove VMware's (VMW) abrupt CEO change, but he believes there's likely a lot more at play than VMW's modestly reduced 2008 revenue outlook. He says factors to consider include long-standing tensions between VMW and EMC (EMC), and the need for a more seasoned software executive as VMW matures and faces a more intense competitive environment. On a positive note, Weller thinks new CEO Paul Maritz, formerly at Microsoft (MSFT), has a solid background and should be an asset. But while he finds the sharp drop in the stock today tempting, he finds it difficult to step up because he still doesn't view VMW's valuation as all that cheap.

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