As an investor, just know this. Not everyone who says they have cloud has cloud. Amazon and Google have cloud, everyone else wants to claim cloud, and the race will go to whoever can get costs down fastest and move enterprise system capacities up into the cloud. This is happening, no doubt about it. Click here to learn more.
VMware may not be the kind of stock where you would expect to see Warren Buffett invest. However, it does exhibit many of the other characteristics of a quintessential Buffett investment: growing earnings, high returns on equity with limited debt, and tenured management. Click here to see the full details.
None of the fundementals of cloud computing have changed despite the wild swings in the stock market. Many well known high value companies have gone on sale including EMC, VMWare, Google, and NetApp. Click here to see the values.
Clouds are important but can they justify the multiples cloud companies like VMWare, Citrix and Red Hat (RHT) are drawing? I don't think so. But when this dance ends and the next one starts, Citrix' track record tells me they'll be in it. That's why, at the right price, it's a good investment. Click here to learn why. Curated by Kyle Brown.