(nelson from the simpson's voice) ha-ha!
No seriously, VMWARE ESX is an Operating system to hold many other operating systems, kind of how people are "this stock is the next MSFT" well , in this case it's a valid analogy, and so many IT companies are partnering, semi's even making chips optimized for VMW virtualization, it's the future man.
I have worked in data center/server rooms for years, much better to have a cluster of say 4 computers running at 90% utilization than server's spread out all over running different services mainly idle. They can be consolidated, to stope erm (market buzz word) "server sprawl" also more effiicient use of resources with DR/, High Availability, and VMOTION!!!! it's magik Networks of the future: thin clinets/terminals , Many virtual serers running on very high end hardware, and no disk drives in each computer, Storage Area Network. Don't invest or especially short (even w/ options) something you don't understand. Don't just look 'oh high P/E let me short it derp!'
going to be 120-150 next year within a few months IMO. P/E will even go higher as EPS gets higher also.
You know dude, the charts from Friday told me to buy DRYS and VMW today in premarket. No offense, but VMW was an easy call for today