Many clouds are so negative about vmw and that has been keeping the stock down. there are so much white noises from bears and from somes interested to get in but want discount. at this level buying on the dips is a great strategy. the postive comes out from this is when the earnings comes out proving that vmw is a great company and rev and eps growths speak for themselves then you will see many flock to accumulate and shorts cover. the combination of this moves vmw price even much higher. vmw has a lot cash above 5 billions and brings in around 1.6 billion a year and will be more and more with time. deduct the cash, its forward p/e is less than average s&P PE, while its growth is much higher than S&p PE. IBM, CTXS, and others are specific for themselves. I only change my strategy only if vmw earning report indicates that there is problem with its business, otherwise, stay put with vmw and enjoy your ride. its business in here is great and it is expanding to europe and then asia. look for its earnings report next week .... and decide yourselves. good luck to all.
i could care less whether you believe me or not, i am long this stock ,and i wouldn't touch it with a 10 ft pole, it may sound crazy but i care bout other investors, i would not want them to feel what i feel! this stock if you look at its performance last 5 years it can NOT stand alone.