It makes a lot of sense. Oracle is cutting into VM's market share. Both companies have recently made new aquisitions, which usually hits the bottom line one way or another, for at least a quarter. I think that spike up to 96.50 was a little too much, too fast. Will probably give up about 50% of the run from $86... which brings it down near it's 50 dma, or about $90.50. That still leaves the PE a bit high, though still a nice price to form a base at.