here is the funny thing about the shorts across the entire market spectrum
It seems that any type of geopolitical event causes them to get sucked in by shorting making them feel all nice and cozy. Only to see the market go back up. What they do not realize is this is not like any market I have seen in the past. Its backed by the fed, there is more worldwide participation, many investors gravitate towards equities listed on the U.S. exchanges as safe havens, this is the only place to get any yield (besides housing) and the retail investors have learned to not get scared into selling as they did in the past because they got burned if they sold during the last collapse. JMHO
It's usually customary to buy on the rumor and sell on the news but this time it was the opposite, hell i sold half my position on friday which now i slightly regret it but with a profit from $76 bucks guess it's not bad for taking some off the table
nobody can fault you for taking half off the table. However I think based on may of the reasons cited above and the increasing penetration of market share and growth of diversified offerings VMW over the long run looks great in my opinion.