I had a great week at VMWorld. The show was fantastic for Plexxi as we recorded 6x as many leads as last year, but the friction simmering in networking has emerged from behind closed doors and spilled out in full public view. Here are a few links if you missed what I am referring to: Continue reading
I have made a few tweaks to the portfolio. I tag all the stock picking posts with the “Portfolio” category. That is the bit bucket if you need to review the past. I have been buying VMW down here around $76-78 range. There are many reasons for this, but first I want to say I was not long into the print.