Its a hard fact of being a public company that you work on a quarterly clock, and need to continually prove yourself against the continuously rising expectations of the market.
VMware brothers and sisters, take some time to celebrate before returning to the grind. I have one more day before we announce - I'll let you know if I'm celebrating with you tomorrow :-)
These results are a testament to customer value - more now than ever as people make prioritization choices in the hard light of the macro-economic conditions.
No plug for you being on Vmware roundtable today?
Posted by: Jay Weinshenker | November 05, 2008 at 10:01 AM
Thanks for the reminder Jay! Post just went up!
Also, as a follow to this original post, EMC joined our brothers and sisters at VMware in beating the street. Macro conditions are tough - but there IS a flight to quality.
Posted by: Chad Sakac | November 05, 2008 at 11:28 AM
No doubt - but it was (at least in my part of the country) a hard period for EMC - we were ordering another $250k worth of stuff and EMC wanted the business bad enough in last quarter to throw us an extra $80k worth of stuff to get it done.
Posted by: Jay Weinshenker | November 05, 2008 at 01:19 PM