b****y
发帖数: 1867 | |
D**C
发帖数: 6754 | |
j****b
发帖数: 58 | 3 还有下跌空间, Microsoft Windows 2012 Hypervisor will have big impact on
VMware product. VMware product price is very expensive, Microsoft will offer
customers cheaper option and good enough product.
Next year is critical. |
j****b
发帖数: 58 | 4 还有下跌空间, Microsoft Windows 2012 Hypervisor will have big impact on
VMware product. VMware product price is very expensive, Microsoft will offer
customers cheaper option and good enough product.
Next year is critical. |
j****9
发帖数: 2295 | 5 vmw这种软件应该也是比较容易做的吧。
pe还是比较高。
70可以考虑买。 |
j****b
发帖数: 58 | 6 VMware has been 吃老本 for decade, not many innovation from VMware since
virtualization is invented. A big parasite on Microsoft trying to suck
nutrition from big cow(MSFT). As it gets fatter and fatter, one day MSFT got
pissed, a windows update can cripple VMware's product.
This is a very risky stock because it is sitting on a time bomb. |
c********r
发帖数: 649 | 7 vmware 最近是不太行，我认识几个vmware工作的，都跳槽了。最近出的vshpere5.1也
很烂，不过vmware不光是买软件，也卖service。business model不错。
hyperV 2012看起来是不错，不过也就小公司用用，大公司还是用VMware ＋ netapp
offer
【在 j****b 的大作中提到】
: 还有下跌空间, Microsoft Windows 2012 Hypervisor will have big impact on
: VMware product. VMware product price is very expensive, Microsoft will offer
: customers cheaper option and good enough product.
: Next year is critical.
|
