if UBS is right about licensing, VMW will pop next Wednesday
the lower licensing forecast was the main reason for the drop after earnings. If it turns out that that is not an issue, the stock will takeoff.
remember, the growth should re-accelerate to 20% in 2H13 and markets always look 6 to 9 months into the future. I think we are one week away from putting an end to the doubts introduced by the "experts" with ulterior motives.