"big tech" moved up big for the past few days and, usually, the mid cap follows soon thereafter. The IDC report told us nothing we didn't already know and i don't think it will have a major impact on the markets. I see INTC is down just a 1.5% after a big run up, and they are the ones affected the most.
VMware is in every sector and on every continent. The growth will re-accelerate at a 20%+ pace in 2H13. Once Pivotal goes public, we will own 31% of that company. Everyone now has an opinion on SDN, but no one ever heard of it until VMW bought Nciera 1 year ago. Corporations continue to virtualize the desktops and I think the trend will only accelerate.
virtualgh0st - I agree with you VMW under $80 is a steal. And I have a strong buy for VMW. But I would like it to "close" over 78 or 79 by Friday. I have said this before, look at my previous posts early this week and yesterday before the market opened. that being said, I expect this stock to get to 81 or 82 by next week...I don't know when next week, but before or by Thursday or Friday.
I think when earnings come out...well the hours before earnings come out, I see the stock going to 83 or 85. After earnings come back, I see the stock going back to 92 or 95. Just watch. Look for news to come out next week. or the day earning come out. And look for heavy press after earnings comes out.