VMware (VMW)

Long EMC short VMW is a good arbitrage trade. I prefer this side of it since VMW is trading at almost 10x book and 8x sales. Not only has revenue growth stalled over the last year, earnings growth has stalled over the last two years.

Increasing relative price strength

They are growing rapidly but are going to be facing more and more competition in their Virtualization field. I still think they are the best at what they do as they are the most focused on virtualization of their competitors. Long term winner.

Boom and correct. VMware shows volatility over standing long term valuation increases. It's overpriced, then under, then over, then under.
I think it's cheap right now in the short run next few months.

Good industry to be in right now as business cut people and use technology. Easy 10% upside. Microsoft Windows 7 launch bolsters prospects along with Server 2008.

Clouds everywhere.....!

VMWare hires the brightest (the ones goog didn't get), keeps them happy and let's them perform. The company has re-inventred itself twice now and able to grow. Backed by EMC they have basically unlimited capital and a large and growing base of cash rich customers (those who will spend money to reduce costs). Heading now into the next era of computing in the cloud, the company is positioned to win.

outperform

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

VM is a product that will be used by pretty much all software def companies in the future and VM is the virtualization platform for it.

part of Cloud Computing Business Model. The Next generation of high flying Stocks/Companies

VMware is the market leader for server virtualization. Those still adapting to the concept of virtualization will automatically think of VMware > competitors such as Microsoft's Hyper-V. From personal experience in the IT industry, over the past two years, VMware is now more often quoted with every hardware purchase as a total solution.

Cloud computing is happening.

50 P/E in a P/E compressing market.

Technology far ahead of competitors that will go beyond server/cloud value propositions and penetrate the consumer desktop and mobile device as the capabilities of doing so become more and more apparent.

Still the leader in virtualization management.

With their acquisition of SpringSource, I think VMWare will turn to more of a turn-key Web Application provider - think JBoss and RedHat. They now have the application framework/platform and the cloud management portions.

This isn't a strong pick, but I'm willing to see where they go in the next couple years.

VMWare is only getting more and more popular as people catch on to how easy it is to pass around a fully working system on a DVD. This makes it easy for common development environments to be used regardless of the end users's workstation preferences.

It is the cloud condenser. It is the rain maker-virtually speaking.