traders and inverters don't know sh!t about the tech. they buy google and apple because they use them everyday. pull some1 off the street and ask what's virtualization. They will tell you you are on drugs. we know vmw is good, so bank our money in and wait for the next earning report, and the next one, next one...
to say that people on the street don't know shit about vmw and virtualization is an insult and a tremendous understatement. people on the Street are crimininallly dense sheep, and don't know a rectangle from a square, much less anything else more complicated. They will see revenues explode, then buy more vmw stock. they have no idea what is coming.
i'm on the same page. I will keep buying vmw and reap rewards after Jan. and future as people are shocked and amazed at their earnings qtr, after qtr, after qtr, etc. and they'll still have no clue what vmw does.
compare to VM market prudentials (right now, very small % of servers are running in VMs. In the future, nearly all servers WILL be in VMs), and VMW's current technical lead over competitors, this stock is still going way up despite the high P/E.