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VMware is a leader in software for virtual computing, allowing companies to integrate and manage their cloud infrastructure.
VMW has good products that have the potential to improve the IT costs of many companies. This should help support their sales even if the economy remains sluggish. Unfortunately their high P/E ratio and lack of a dividend makes them less attractive since the real gains for the company may be more than a year away. With a significant slow down expected for 2012, these gains may be delayed. I bought it in early 2010 along with PANL looking for a short term gain but now I think it might be better as a relatively long-term (5 year) hold.
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