GAMCO Analyst: Is VMware a Compelling Investment Idea in Data Infrastructure?

- By Holly LaFon

Hendi Susanto, a research analyst with Mario Gabelli (Trades, Portfolio)'s GAMCO Funds, pitches the idea of Palo Alto-based VMware (VMW). The company specializes in virtualization and cloud infrastructure software. Its stock has gone up 15% year to date and traded at $90.55 on the day of his presentation, June 22. Susanto sees the company having room for growth in many areas of the business. Watch his full recommendation below:




This article first appeared on GuruFocus.

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