VMW Stock Forecast: VMware Is A Good Bet On Cloud Computing

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.

Summary:

  • In spite shelling out $11 billion as special dividend payment to 81% owner Dell, VMWare still touts more than $11.6 billion in cash & short-term investments.
  • VMWare therefore has enough cash for R&D and expansion purposes.
  • Hybrid Cloud is VMware’s best bet to become a major player in global Software-as-a-Service.
  • VMWare’s next growth driver is data virtualization. Data virtualization is projected to have a market size of $278 billion by year 2023.
  • Server virtualization, which VMware dominates, is only expected to have a market size of $8 billion by year 2023.

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Alibaba Stock Forecast: BABA Brings Bright Future

  This article was written by Julia Masch, a Financial Analyst at I Know First.  



“We will continue to invest in strategic business opportunities and innovation to sustain our competitive advantage and for long term growth.” -Daniel Zhang, Chief Executive Officer of Alibaba Group

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MSFT Stock Forecast: Cloud Computing Keeps Microsoft Afloat In Race With Amazon

  This article was written by Julia Masch, a Financial Analyst at I Know First.  



“Our investments and business model are fundamentally aligned with our customers' long-term interests and success. This opportunity and responsibility grounds us in our mission to empower every person in every organization on the planet to achieve more” - Satya Nadella, chief executive officer of Microsoft.

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Extreme Networks Stock: A Minimal Player in a Competitive Market

   



This article was written by Mingyue Liu, a Financial Analyst at I Know First.

Extreme Networks Inc. SWOT Analysis


Summary:
  • Business Description
  • SWOT Analysis
  • Analyst Bullish Forecast
  • I Know First Bullish Forecast on EXTR

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