VMware now sees FY13 revenue $5.12B-$5.24B vs. prior view $5.23B-$5.35B Consensus $5.3B. Cites contribution of assets to Pivotal for change in view. Now sees FY13 non-GAAP operating margin 32.5%-33.5%. Guidance issued as part of presentation at Strategic Forum.
VMware volatility at low end of historic range VMware November call option implied volatility is at 22, December is at 23, January is at 20, April is at 25; compared to its 26-week average of 31 according to Track Data, suggesting decreasing price movement.