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- As Predicted, VMware will IPO in 2007
- In October, 2006, I wrote the article, "VMware as LBO Opportunity for EMC?" The article examined the impact that the VMware acquisition has had on the EMC bottom line and speculated on some ways that EMC could benefit its shareholders by spinning out the EMC asset with an IPO in...
- Blog posts 2007-02-08
- Twin Disc, Incorporated F3Q10 (QTR End 09/25/09) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from [Bo MacKenzie – Global Hunter Securities]. [Bo MacKenzie – Global Hunter Securities] I’m sort of surprised although pleasantly that you guys are seeing an uptick in new transmissions. I guess you’re referring to the 7500. ...
- Earnings calls 2009-10-22
- Wilmington Trust Corp. Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator We’ll now begin the question and answer session [Operator Instructions]. Our first question is coming from the line of Sheryl Tate from Morgan Stanley; please go ahead with your question. Sheryl Tate- Morgan Stanley I just wanted to get your thoughts on credit quality in the...
- Earnings calls 2009-04-24
- Akamai Technologies Inc. Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions. Your first question comes from the line of Mark Mahaney with Citi. Mark Mahaney - Citi Good afternoon, two questions please. One, any more color on the international strength that you saw, any particular regions you could call out as relatively strong or weak? And...
- Earnings calls 2009-04-29
- CIGNA Corporation Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions. We will go first to Josh Raskin of Barclays Capital. Josh Raskin - Barclays Capital First question just on the COBRA, there was no real mention of that and understanding the large majority of your business is in the service, your thoughts around any potential...
- Earnings calls 2009-04-30
- Provident Financial Services, Inc. Q1 2009 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from Mark Fitzgibbon - Sandler O'Neill & Partners LP. Mark Fitzgibbon - Sandler O'Neill & Partners LP Linda, I wondered if you could help us think about the margin as we go forward. As you begin to deploy that...
- Earnings calls 2009-05-27
- TriQuint Semiconductor Q2 2009 Earnings Transcript
- Question-and-Answer SessionOperator Operator Instructions. And our first question comes from line of Steve Ferranti with Stephens Incorporated. Steve Ferranti - Stephens Incorporated Hi guys, good afternoon and congratulations on a tremendous quarter. Ralph Quinsey Thanks Steve. Steve Ferranti - Stephens Incorporated I want to get a sense from you,...
- Earnings calls 2009-07-22
- American Financial Group Inc. Q2 2009 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions. Your first question comes from Jay Cohen – Bank of America. Jay Cohen – BAS-ML Let's see, a couple of questions. I guess, just first, it's not a big line of business for you, but it has gotten some attention in...
- Earnings calls 2009-07-29
- SandRidge Energy, Inc. Q2 2009 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from Dave Kistler - Simmons & Company. Dave Kistler - Simmons & Company For 2010, uptick in capex, can you give us any kind of additional color on the capex, how it will be directed, and what you see as...
- Earnings calls 2009-08-07
- Casella Waste Systems Inc. F1Q10 (Qtr End 07/31/09) Earnings Call Transcript
- Question-and-Answer Session Operator Thank you. Operator Instructions Your first question comes from Scott Levine - J.P. Morgan. Scott Levine - J.P. Morgan I think you characterized in the release and in your comments the seasonal activity or uptick, whatever you want to call it, as normal relative to...
- Earnings calls 2009-09-03
- Graco Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. The question and answer session will begin at this time. Operator Instructions Our first question comes from the line of Kevin Maczka with BB&T Capital Markets. Please go ahead. Kevin Maczka - BB&T Capital Markets Good morning. Patrick McHale Good morning, Kevin. Kevin Maczka -...
- Earnings calls 2009-04-23
- Mercury General Corporation Q4 2008 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from Michael Phillips – Stifel Nicolaus Michael Phillips – Stifel Nicolaus One of the things you guys have mentioned pretty consistently in the past couple quarters for probably I guess the past year is putting off the geographic...
- Earnings calls 2009-02-09
- Unum Group Q4 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator instructions We’ll go first to Darin Arita at Deutsche Bank. Darin Arita – Deutsche Bank Hi, good morning. Tom Watjen Good morning, Darin. Darin Arita – Deutsche Bank A couple of questions here, the first one is on the – on U.S. group long term disability....
- Earnings calls 2009-02-04
- InfoSpace, Inc. Q3 2009 Earnings Call Transcript
- Question-and-Answer Session Operator Operator instructions The first question comes from the line of Clay Moran – Benchmark. Clay Moran - Benchmark Clearly the most obvious one is the guidance. You are guiding towards a pretty significant boost in revenues sequentially but a down tick in EBITDA. Can you...
- Earnings calls 2009-10-28
- BioMarin Pharmaceutical Inc. Q3 2008 Earnings Conference Call Transcript
- Question-and-Answer Session[Operator Instructions]. Your first question comes from the line of Salveen Kochnover with Collins Stewart. Please proceed. Salveen Kochnover - Collins Stewart Llc Thanks for taking my questions. Could you let us know if there is any more EAP or open label extension patients that remain to be...
- Earnings calls 2008-10-28
- Aqua America Inc. Q3 2008 Earnings Call Transcript
- Question-and-Answer Session Operator Thank you. Operator Instructions. Nicholas DeBenedictis Hey, no questions? Operator We'll take our first question from [Michael Roomberg] with Boenning & Scatter. Michael Roomberg - Boenning & Scattergood Good morning, guys. Thanks for taking my call. You did mention a little about delinquency rates and bad...
- Earnings calls 2008-11-05
- Point Blank Solutions, Inc. Q3 2008 (Quarter End 9/30/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Our first question comes from Mark McMahon - Raymond James & Associates. Mark McMahon - Raymond James & Associates I was wondering if you might be able to expand a little bit about what you were talking about for next year. You talked...
- Earnings calls 2008-11-18
- Globecomm Systems Inc. F1Q09 (Qtr End 09/30/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. Operator Instructions We’ll take our first question from Irit Jakoby from Susquehanna. Irit Jakoby - Susquehanna Hi. Thank you and good morning. So with respect to infrastructure revenues which were down over 10% year-over-year, and that was in the first quarter where it seemed like...
- Earnings calls 2008-11-24
- Commercial Metals Company F1Q09 (Qtr End 11/30/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Kuni Chen – Bank of America Securities. Kuni Chen – Bank of America Securities First off, on the infrastructure stimulus side of the equation, it's helpful that you gave us some time frames there on when you may see...
- Earnings calls 2008-12-17
- ADTRAN, Inc. Q4 2008 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator instructions Your first question comes from the line of Vivek Arya with Merrill Lynch. Vivek Arya – Merrill Lynch Hi, thank you. Hello Tom. Hello Jim. A couple of questions, first is Tom can you give us a sense for the drivers of your HDSL business,...
- Earnings calls 2009-01-21
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