VMware Earnings: Back to Business as Usual

VMware, Inc. (VMW) Q4 2012 Earnings Call January 28, 2013 5:00 p.m. ET Executives Pat Gelsinger - Chief Executive Officer Carl Eschenbach - President and Chief Operating Officer Jonathan Chadwick - Chief Financial Officer and Executive Vice President Paul Ziots - Investor Relations Analysts Adam Holt - Morgan Stanley John DiFucci - JPMorgan Walter Pritchard - Citigroup

Trader Mark submits:Sohu.com (SOHU) reported this morning and has posted another fine quarter, besting analyst's estimates of 96 cents by 5 cents, with revenue jumping 35% year over year. Estimates for the following quarter were increased to $1.13 to $1.18 versus the current estimate of $1.10.

Trader Mark submits:I've been pondering a purchase of VMware (VMW) for a few months now. Each time I run a screen, VMW shows up.Whenever I feel ready to pounce, I try the most simple analysis in the book (PE ratios) and I cringe. At current prices the stock is at forward P/E over 50 on 2010 estimates, and the story does not get much better for 2011. It's already at 44x earnings, 1.5 years out.

VMware, Inc. (VMW) Q1 2013 Earnings Conference Call April 23, 2013 17:00 ET Executives Paul Ziots - Investor Relations Pat Gelsinger - Chief Executive Officer Carl Eschenbach - President and Chief Operating Officer Jonathan Chadwick - Chief Financial Officer and Executive Vice President Analysts Kash Rangan - Merrill Lynch John DiFucci - JPMorgan Heather Bellini - Goldman Sachs

By BubbleBustInvesting:For more than ten years, two technology giants, Alcatel-Lucent (ALU) and Cisco (CSCO), have been out of favor, for good reasons: their revenue growth and earnings margins have been crashed by competition from Hewlett-Packard (HPQ), Juniper Networks (

By Miriam Metzinger: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday July 19. IBM (IBM), VMWare (VMW), Apple (AAPL)

David White submits:A plethora of high PE stocks have been taking hits lately. The F5 Networks (FFIV) miss, which resulted in an approximately $25 price drop, seems to have started a trend.

Trader Mark submits:I always like to think that with the "loose information' on the Street (a lot of winking, nodding, and insider 'whispering') that the charts help us see what other people know ahead of the masses; especially the important people. Hence any stocks not partaking in this massive move put up a big yellow flag.