Your are singing to the choir.
Like I said this is a game changer.....MS at best would need to buy VMW but they know it would get stopped for anti trust issues.
I was NOT trying to say the MS VM is equal to Fusion.
Just making a point with previous poster.
so whats not overvalued but still going up amongst the leaders????Its a RALLY dumbshit....markets breaking all time highs around the world. You might make a couple dollars shorting while missing 1000's by not going long. Short when the bears take over..the bulls are in full stampede lately..
I attended the Mid-Atlantic CIO forum and a crushing CIO % are rolling out VMWare. Don't see basis for shorting this stock. As a day trade that's a fair play but long'term ; doesn't seem like a sound decision imho, again only mho here.
An interesting conference, I'm sure.
I'd guess 20%+ of all servers are with a few tech titans who don't need virtualization on their specialized server farms (Google, Yahoo, MSN). They would use VMW in development environments.
VMW already has 100% of the Fortune 100 who I suspect control the vast majority of the remaining high-end servers.
It's easy to get excited about the prospects and the products...I just don't understand the valuation, particularly relative to EMC.
But nobody knows accurately what the sales and growth even are. Look at the analysts scrambling every week to find a vlaue for this thing and they can't get a hold of it yet. You are playing pin the tail on the vmw. Competition, lol, thats like saying intel had competition 10 years ago. Even MSFT and CSCO had competition, but not INTC. VMW is essentially a monopoly in it's field right now.