Virtualization – A changing of the Guard?

I like to watch the stock market performance to get a forward view of the technology industry, where possible. Today, VMWare caught my attention: VMware shares fell $13.38 to $39.81 in heavy morning New York Stock Exchange trade. EMC shares fell $1.51, or 10 percent, to $13.63. Two reasons for the stock sell off are that:
1) Surprise departure of CEO. CEO to be replaced by a former Microsoft Executive
2) Lower revenue growth

It is clear already that by including virtualization software on the upcoming Microsoft Windows Server 2008, Microsoft is moving in the right direction.

Bell, Telus, Rogers
Although Don is excited about the July 11 iPhone day, I was surprised to read that both Bell and Telus will now be charging $0.15 per incoming text message. This will mean that all the alerts you have signed up for and all the uncontrolled spam you might get will be billable. Rogers will not be making this charge. Is it time to create a facebook petition, or to simply switch to Rogers and to consider getting the iPhone too?

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Jim Love, Chief Content Officer, IT World Canada
Chris Lau
Chris Lau
In search for alpha. Telecom, media, technology. Social media. Financial Markets. Real-Estate Agent. Seeking Alpha Contributor. Toronto, Ontario ·

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