that analyst gave it one final pump so his guys could unload....the competition in this space is brutal. VMWare is no longer the only game in town, and they're struggling to find other avenues. They will miss again next quarter and will also face margin compression. Resellers can't make money selling their stuff, I am one and we refer to the Vmware piece of a virtualization project as a tax. They don't make it easier for partners to make money and I think you'll see that the biggest competition they'll face in their core space is Microsoft with their new Hyper-V 2012. Oh by the way, MSFT hyper v is basically free. Makes it hard to justify the proc licensing on vmware. Target price $60 short term.