Mark my words, VMW is the next Google. I am a technical person who uses VMWare products since 2003. The virtualization market is the name of the game. 10 servers cost 50K while 1 Server + VMware cost 10K and able to run 10-12 servers cheaper and more effectively. It's simple math. Soon everyone will understand and stop buying metals.
As far as the day trading, the traders know it is a great & safe stock so they keep shorting it when ever they can.
Still it is a great investment for the short as well as the long run. I can promise you.
Microsoft is far behind, the only way to catch-up is to buy VMW. By the time MS will have the same product VMW will be embbeded in servers core.
Cisco, Intel & EMC, knows there business, so does CITRIX who bought XEN.