Such a tough call, these growth stocks!! Rational DD does noy apply. You really can't use PE valuation, can you? Because PE shows it to be expensive at close to a 70!! But if growth is very explosive, EPS can be double, so then its cheap at a 35 multiple. So I don't know, sorry, but I am holding on to my EMC( a position I doubled about a week prior to the IPO). So I feel like I'm making money on VMW anyways!!
thanks susie.. i agree if we strictly look at PE it does look expensive at this level but since it has unlimited growth and really is the leader in the virtulization space there is a good chance that EPS can double or even triple... i guess it might be worth it to take a small position and see where it goes