take the time to listen to the COO presentation at the BAC conference from few weeks ago
in it, he re-affirmed every single metric: this quarter forecast, the full year guidance, free cash flow, operating cash flow, licensing...everything. you are going into the earnings call knowing that you will not be disappointed.
if you are short, you better pray that the COO lied about everything. cause otherwise, there are 11.81 million shares short with just one Exit.
the link to the presentation is on VMWARE's website