New SEC filing: 1. new $2B stock repurchase 2. date of special dividend is (probably) Nov 1st 3. special dividend is fixed at $11.5B (that's the lower end of the range given on Apr 14th)
Hopefully, (1) drives $VMW higher short term, similar to the effect of stock repurchase announcement on $DELL a couple of weeks back (Sep 23rd IIRC?). Also, the early date in (2) should put pressure on shorts. I believe they will have to pay a huge dividend for the stocks borrowed. (Can someone confirm?). Yahoo indicates there was a big jump in shorts: shorts are now 20.21% of float, which is up 18.5% (from Aug 13 to Sep 15). That's probably related to the unusual higher amount of sells in early Sep. Clearly, paying less dividend is good for $VMW, hence (3) is better than the $12B estimate from April.
Obviously, none of this is any official financial advice. Do your own research. Etc etc. But IMHO, short term looks great. Hold your fingers crossed.
Wendy: For what it's worth, not selling. Said it before, this is like $DELL at 2 bucks. When "M's" $12 range comes along, will take original green out and let it ride - don't chase all the money in the world, catch what you can
T
$DELL cuts revenue forecast due to $INTC chip shortage. That can’t be sitting well with Dell and their investors. A switch to AMD coming???
$AMD is down 33% in 30 days and still PE is 32 $INTC is down 7% in 30 days and still PE is 9
Intel is doubling size in 2 locations Israel and Ireland. They are also opening 2 more locations. AMD I believe zero new locations. But for some reason I read some say AMD is better buy? weird people...
"Intel Corp. may become the Grinch who stole Christmas from large PC makers. HP Inc. (HPQ) and Dell Technologies Inc. $DELL both admitted Tuesday that they expect a negative impact on their future results as a result of chip shortages for which Intel apologized last week. Dell laid bare that the chip giant's shortages have gotten worse, an issue that was not clear in the apology, since Intel $INTC reiterated its stronger-than-expected guidance for the fourth quarter."
As software eats hardware phenomena continues to take hold, next 10 years will be very interesting to watch. The need for beefy and custom hardware for specific workloads doesn't arise as software becomes more capable and intelligent. Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.
In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross. This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc. What $csco will do here, I have no idea. $dell, $hpe, $vmw
After years of high-profile onstage announcements, Oculus has decided to quietly deliver the successor to its flagship Rift virtual reality headset, confirming most bits of our October report with the release of the new Oculus Rift S. As we first rep
After years of high-profile onstage announcements, Oculus has decided to quietly deliver the successor to its flagship Rift virtual reality headset, confirming most bits of our October report with the release of the new Oculus Rift S. As we first rep
$intc to the moon!!! Intel is planning a new product line called Puke-Lake with a million "backdoors" for happy hackers. And $dell and $hpq will happily buy for the big kickbacks. So much potential.
are we back to the number of employees again? Sigh. Ok - consider this (again) J&J started with a small handful of employees. As did MOST COMPANIES on the planet. Yeesh. $MSFT, $FB, $AMZN, and $DELL started with.. oh, how many? What's that? 1? really one?
I bet we will see soon insiders load up on $INTC like they did 3 months ago:
10/25/2021 Frank D. Yeary Director 10,000 $49.66 $496,595.00 10/25/2021 Dion J. Weisler Director 5,015 $49.85 $249,997.75 10/25/2021 Risa J. Lavizzo-mourey Director 5,000 $49.50 $247,500.00 10/25/2021 James J. Goetz Director 20,000 $49.76 $995,200.00 10/25/2021 Patrick P. Gelsinger CEO 10,000 $49.94 $499,398.00 10/26/2021 Dion J. Weisler Director 5,147 $48.57 $249,977.65 10/28/2021 Omar Ishrak Director 20,000 $48.02 $960,418.00 10/28/2021 Tsu-jae King Liu Director 1,000 $48.00 $48,000.00 10/28/2021 Gregory D. Smith Director 10,440 $47.96 $500,652.29 10/28/2021 Dion J. Weisler Director 10,351 $48.11 $498,034.92
*DELL FAMILY OFFICE BOUGHT $50M OF PELOTON SHRS FROM FOUNDER: FT $PTON $DELL Insider John Paul Foley reports selling 1,923,077 shares of $PTON for a total cost of $50,000,002.00
#DELL Rising with good volume. Bullish indication in MACD, Stochastic oscillator and RSI, according to stoxline.
T
Actinium $ATNM will announce earnings and Phase 3 Trial Results. They are curing BONE CANCER.
“Upon approval, Iomab-B is intended to prepare and condition patients for a bone marrow transplant, also referred to as a hematopoietic stem cell transplant, in a potentially safer and more efficacious manner than intensive chemotherapy conditioning that is the current standard of care in bone marrow transplant conditioning.”
Yahoo有權移除任何不符 規範 或 服務條款（包括粗俗或鼓勵犯法）之留言。
1. new $2B stock repurchase
2. date of special dividend is (probably) Nov 1st
3. special dividend is fixed at $11.5B (that's the lower end of the range given on Apr 14th)
Hopefully, (1) drives $VMW higher short term, similar to the effect of stock repurchase announcement on $DELL a couple of weeks back (Sep 23rd IIRC?).
Also, the early date in (2) should put pressure on shorts. I believe they will have to pay a huge dividend for the stocks borrowed. (Can someone confirm?).
Yahoo indicates there was a big jump in shorts: shorts are now 20.21% of float, which is up 18.5% (from Aug 13 to Sep 15). That's probably related to the unusual higher amount of sells in early Sep.
Clearly, paying less dividend is good for $VMW, hence (3) is better than the $12B estimate from April.
Obviously, none of this is any official financial advice. Do your own research. Etc etc. But IMHO, short term looks great. Hold your fingers crossed.
Ref: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001124610/000112461021000056/vmw-20211007.htm
$INTC is down 7% in 30 days and still PE is 9
Intel is doubling size in 2 locations Israel and Ireland. They are also opening 2 more locations. AMD I believe zero new locations. But for some reason I read some say AMD is better buy? weird people...
$NVDA $DELL $PLTR $TSLA
"Intel Corp. may become the Grinch who stole Christmas from large PC makers. HP Inc. (HPQ) and Dell Technologies Inc. $DELL both admitted Tuesday that they expect a negative impact on their future results as a result of chip shortages for which Intel apologized last week. Dell laid bare that the chip giant's shortages have gotten worse, an issue that was not clear in the apology, since Intel $INTC reiterated its stronger-than-expected guidance for the fourth quarter."
PE 9
Cash $36B
Div 3%
huge future projects.
$NVDA $AMD $TSM $DELL $SHOP
Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.
In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross.
This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc.
What $csco will do here, I have no idea.
$dell, $hpe, $vmw
Intel is planning a new product line called Puke-Lake with a million "backdoors" for happy hackers.
And $dell and $hpq will happily buy for the big kickbacks. So much potential.
10/25/2021 Frank D. Yeary Director 10,000 $49.66 $496,595.00
10/25/2021 Dion J. Weisler Director 5,015 $49.85 $249,997.75
10/25/2021 Risa J. Lavizzo-mourey Director 5,000 $49.50 $247,500.00
10/25/2021 James J. Goetz Director 20,000 $49.76 $995,200.00
10/25/2021 Patrick P. Gelsinger CEO 10,000 $49.94 $499,398.00
10/26/2021 Dion J. Weisler Director 5,147 $48.57 $249,977.65
10/28/2021 Omar Ishrak Director 20,000 $48.02 $960,418.00
10/28/2021 Tsu-jae King Liu Director 1,000 $48.00 $48,000.00
10/28/2021 Gregory D. Smith Director 10,440 $47.96 $500,652.29
10/28/2021 Dion J. Weisler Director 10,351 $48.11 $498,034.92
$AMD $TSM $DELL $HP $MSFT
Insider John Paul Foley reports selling 1,923,077 shares of $PTON for a total cost of $50,000,002.00
“Upon approval, Iomab-B is intended to prepare and condition patients for a bone marrow transplant, also referred to as a hematopoietic stem cell transplant, in a potentially safer and more efficacious manner than intensive chemotherapy conditioning that is the current standard of care in bone marrow transplant conditioning.”
More on Phase 3 Trial info and SUCCESSFUL Phase 2 Results.
https://www.actiniumpharma.com/product-pipeline/iomab-b
And this stock is only $.40!!!
$ATNM $GNUS $XSPA $KTOV $HTZ $DELL $TSLA
Market :- it's one time boost.
On other side cloud companies, WFH other also beating but not as much
Market:- This will continue for life.