VMWare was bound to be another Apple ... VMW had a near monopoly in their core product for so long that sales were relatively easy because there was no other game in town. Now with MSFT Citrix and others (as well as open source) being legitimate threats, there is no where to go but down. Even their new areas (VFabric, Pivotal, etc) are going to be challenged to deliver the revenue that their server virtualization products have delivered for so long.
As for EMC, it's a challenging space - whether it's the core storage business or new areas such as the Greenplum acquisition or the VCE JV with Cisco and VMware, there is a ton of competition. That being said, EMC did have a really good quarter.
As for FTNT tomorrow ... Let's hope today lowered the bar enough in terms of expectations so that we can step over it easily.
I'll tell ya, what amazes me most is how the street will disregard a very strong quarter if god forbid anything looks wrong on guidance. It's unreal how wall street evolves and latches onto "a" criteria. I guess there's good and bad to that. You can find some real nice opportunities on pure over reaction. We've seen some of that right here.