management kept the forecast unchanged, but removed the Pivotal revenue. so, implicitly, the revenue guidance was increased
they've also said that the 2h13 growth will re-accelerate.
if the US economy comes back (this morning's unemployment suggests so) the revenue could come in even better. if Europe comes back, an even better outlook for the revenue
remember, things are never static
Next time it is overbought, just short it. It's SIMPLE! It's one of the best shorting stocks around. I made a killing in Jan and again in March. VMW is the gift that just keeps giving... to shorts that is.