markets have always looked 6 to 9 months into the future. it is just a matter of time until it comes back into favor.
last quarter it grew 22%+ while the GDP was nil. if the economy comes back, VMW will do very well. remember they have over 400,000 customers!
add to that the huge EMC purchases, the new project with EMC, VCE doing great, still 9.5% of the minuscule float being short, SDN, and the desktop virtualization, and I think we are looking at an incredible opportunity under $80.