Day: July 13, 2007

Categories
Fun

Heelys: get ready for school season

Reading Time: < 1 minute

Last Updated on July 14, 2007 by stlplace

It appears Heelys is well prepared to the new school season. The other day I saw FinishLine has put the Heelys by the front entrance. Today I saw Sports Authority, and Dick’s Sporting Goods have new Heelys on display.

Heelys has two seasons: the X’mas (winter) and “back to school” (summer). It will be interesting to see how strong its Q2 will be. Because those shoes in the stores now are supplied by Heelys between May to June, I think.

I don’t have any postions on Heelys, as I am looking to buy more CROX on the dip. But it will be fun to watch Heelys Q2 conference call.

Categories
IPO Web

Will VMware be the next Google?

Reading Time: 2 minutes

Last Updated on April 1, 2008 by stlplace

These days “Virtualization” and virtualization software maker VMware are hot in both IT world and the Wallstreet. Jim Cramer pumped it as next Google on his “Mad Money” show on CNBC; guys at “Fast Money” (also CNBC) touted it as the next big thing. Both of them encouraging people buy the EMC (parent co. of VMware) stocks. My take is: whenever someone touted something as the next big thing, be very careful.

So what is virtulization exactly? In simple English, it let a computer to simulate many computers for testing new software, configuration, before formal deployment. This will cut the cost of buying all the servers, setting up a big testing lab etc. I read about the software from a book talking about “how to set up software small business”. This is relevant to small business because their budget is more tight compared to big IT giants like IBM.

Continue reading “Will VMware be the next Google?”