VMW
Fairholme, Pershing, and Sellers - 13Fs released
(via wallstreetsfinest.blogspot.com)
It's that time of year, and some of our favorite managers have just released their 13fs:
A Compellent Growth Story
(via tickernotes.com)
Compellent Technologies is a small player in the SAN and virtual storage market. They posses award winning technology and is growing at a rapid pace.
Closing the short on VMware
(via www.noisefreeinvesting.com)
In our October 2007 post on VMware we estimated, very crudely, that VMWare shouldn’t be trading for more than ~$43/share. At the time VMware shares were trading at $111. Now it's time to cover!
NetSuite: Another Hot Tech IPO?
(via www.sinletter.com)
After the highly successful VMware IPO last week, which saw the price of the stock nearly double in just two trading sessions, it appears that tech IPOs are hot once again and there are some interesting ones that are currently in the pipeline.
