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US stock comment: New CEO treats VMware dense disease hard

September 28, 2008

[MarketWatch san Francisco on September 16 dispatch] in fact, even if now, malici (Paul Maritz) also is a very special role in the people look in Microsoft. 1999 when, yi Si of wave of ace impeach person (the court that David Boies) introduced to this software tycoon antitrust, make topic of the town for a short while, but be in this phase, also have head of few number high level people still maintaining mix calmly objective, malici is a among them.

Accordingly, when Ma Li Ci Yucheng is VMware Inc. (Of VMW) when holding the post of presiding apparitor newly, people believes, he still can maintain cool-headed act style like in the past, for instance Zhou Er, he will attend the year user seminar that the company holds in Las Vegas, believe he also won’t avoid the illuminate of spotlight painstakingly.

Nevertheless, what Malici also won’t not know he is faced apparently is what kind of pressure. Malici was July those who join VMware, before before long, one of author of the company, presiding apparitor Glyn (Diane Greene) is driven out to go out bureau. Now, malici must take out beautiful artifice to get the credit of investor, let them believe them have method and definite plan to help cosset of this Silicon Valley before the home walk out of current difficult position really. VMware is Gu Ge (trade of the most successful science and technology is issued since GOOG) initiative one of, this company is current advocate business Wu, its are the biggest minatory just is come from Malici before employer Microsoft (the competition of MSFT) and other software company, more or less do this have some of acid interest, what these companies are developing him is fictitious convert computer server software.

“They are to be faced with really quite the competitive pressure of degree. ” analyst of Lazard Capital Markets Feishenben (Joel Fishbein) believes, malici at the appointed time the speech can be become ” a key, all sorts of challenges that can help investor encounter with respect to this company place build confidence ” .

VMware is founded 1998, main business is the divisional technology that develops low cost, the high-end version of this one technology is IBM(IBM) 1960 for you what oneself large computer develops. VMware develops similar software to be based on the server of Intel standard, these software had run to be mixed in a lot of enterprises now its data center.

Fictitious each parts that spend a technology to be able to let a server become independent and run efficiently, separate like computer system in that way. In recent years since, this kind of technology more and more get the attention of people, because more and more business hopes,reduce the cost that him server runs as far as possible. 2007 money among year, the sale of VMware is 1.3 billion dollar.

The market was fallen in love with fictitious change, also fell in love with VMware naturally. In August 2007, this company appears on the market formally. This price with 29 dollars appears on the market, the result trades in the first when day closing quotation, share price rose nearly one times, after 3 months, share price more broke through 125 dollars.

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Nevertheless, send 讬 to this company as a result of people probably too big hope, just make latter is in any before a sign of disturbance or trouble unusually flimsy.

Numerous media is reporting VMware high level and EMC Corp. (The disaccord between EMC) high level- - latter not only it is data stores tycoon, and the largest stockholder that till be returned at present,is VMware. Between July, conflict performs supreme tide, wide suffer the presiding apparitor that love, presiding apparitor that founds VMware together with his gentleman in those days Glyn was driven out by the company, the presiding apparitor that ejector is EMC pursues on the west (Joe Tucci) , latter still is the president of VMware at the same time.

The report shows, this one change caused huge blow to the morale of the company, a series of high levels leave early or late. Among them research and development execute vice-president Sa service (Richard Sarwal) , the inscriptions on bones or tortoise shells of the Shang Dynasty that before latter returned him about one year, leaves (ORCL) is subordinate.

Last week, the issue that makes a person afraid more happened. The chief scientist Luo Sen of Glyn’s gentleman, company cloth human relations (Mendel Rosenblum) left VMware. ” new York Times ” the report says, graph requirement collect Sen Bulun replaces Glyn to be in a company on the west the chair of the board of directors, but sufferred Luo Sen of cloth human relations refuse.

“This is a kind of very typical situation actually, the talent is abandoning in succession this enterprise. ” the copartner of CTPartners of firm of California hunt head Francis (Simon Francis) points out, “This makes a person embarrassed really, all now client knows the enterprise encounters big trouble. All now client knows the enterprise encounters big trouble..

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    US stock comment: New CEO treats VMware dense hard disease