VMware, Inc. (VMW) Expected to Post Quarterly Sales of $2.50 Billion | Marketing Service Provider China

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Hi, guys. Good morning. Thanks for taking my questions. Just first, you've touched on this and a lot of vantage points, but specifically this quarter what prevented you according to your views of the technical soft and liquid markets and the private credit staying the same? What prevented you from leaning into loan or bond markets?

Okay, got it. And then second question, you guys in your fair value approach incorporate liquid markets in a fulsome way. I'm curious can you help us understand how to think about those input? How granular is the approach? Are you looking at those inputs those market inputs based on sector and type or are you just using an overall spread and what should we use as a benchmark and what should we think about as a beta?

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Huawei has spent several years challenging the established network infrastructure players like Cisco, Nokia, Ericsson (ERIC), Ciena (CIEN), and Juniper Networks (JNPR). Any move away from Huawei, therefore, would benefit these companies.

Bayern Munich are the latest team to show interest in Crystal Palace defender Aaron Wan-Bissaka, according to the Daily Mail.

Chao has met at least 10 times with politicians and business leaders from the state in response to requests from McConnell’s office.

Ninetowns Internet Technology Group Company Limited is a software company that enables enterprises and trade-related People’s Republic of China Government agencies to streamline the import/export process in China. It operates in four segments: enterprise software and related maintenance services , software development services segment, B2C e-commerce and, and real estate development.

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OK. Excellent. And then one more, so we've seen Chinese capital [Inaudible] prices come down with benzene b ut I haven't personally seen much in the way of relief on cycle hexane availability. Is that also your view? And if cycle is still tight, would the better interpretation of this decline in capital prices really be that it's a headwind to Chinese profitability because they're pricing off of benzene but can't get the [Inaudible]?

No, I think quite frankly when you've seen market volatility, we've moved up company size, people start valuing certainty more and quite frankly we also historically although this time snapback very quickly in longer periods of volatility we've created a ton of value by buying names at secondary market at discount. And so by the way, that is the other reason why people should mark their book because if they don't mark their book, they miss the opportunity to create on a relative value basis a whole bunch of value for their shareholders. And so if volatility is the same, the play book is larger companies providing certainty in paper certainty and finding names at discounts that we know that have big margins of safety, that were previously middle market borrowers, now are syndicated borrowers, where we can buy at discount that ultimately pull the par. And so of a lot of value creation between in 2015 and 2016 in our business were those two things.

In the metropolitan area, there are big numbers of people looking for work in the industrial belt of Rockingham and Kwinana, especially young people.

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VMware, Inc. (VMW) Expected to Post Quarterly Sales of $2.50 Billion | Marketing Service Provider China Related Video:


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