VMware (NYSE:VMW)

Weakening economy will adversely affect corporate IT budgets, which plays to VMW's core competency - reduced infrastructure expense through consolidation

There is a revolution towards virtualization that will not stop any time soon. VMWare is the best software out for that.

8 sma

buy it

This stock is as stable as it gets, I work in the computer industry and even with the way the budgets are being tightened we still have to have new servers and what better way to save money then to buy 1 piece of hardware and load several servers on it, bank this one for a long time..

Company's products help reduce costs and are very urgent in todays business environment. Besides they are expanding rapidly and their revenues are rising dramatically as well as their revenues. P/E ration now is much better than anytime in the past to buy.

4:29 PM 10/9/2008 Several Months

Not a bad company, but 40 times earnings is too expensive for almost anything in an environment like this.

Virtualization technology is the next big game changer in the IT field. VMW is way, way ahead of everyone else in this field. Competitors (MSFT, Oracle, etc) do not focus exclusively on virtualization as VMW does. I don't see competitors catching up, let alone surpassing, VMW anytime soon.

Expect great things from VMWare. Virtualization is taking off in a big way. Although this company has gotten hammered in the past few months, this company will bounce back.

Long-term hold on this one since they have plenty of cash, little debt and while they don't necessarily have a moat, they are already established as a front-runner along with Akamai, Google and Amazon in the "Cloud Computing" revolution.

The revolution will not be televised. ok, well it might when Jim Cramer starts freaking out then all his sheep-oops! I mean followers - start buying all this stuff... I just wish I had more money right now.... so many good bargains due to everyone being so paranoid about the North American economy. And being distracted by the oh-so-sexy resource sector.

I'm into SRI (Socially Responsible Investing), not financial whoring, so I am staying away from Military and Oil stocks. they are covered in blood. and possibly fecal matter.

will emerge from emc/booted creator/coding bug drama and kill it. buying opp is now and with this econ, may continue for some time.

more than just hypervisor, baby.

long term horizon, will grow into it's valuation. glad i get a second crack at this'n with real money.

Management will proove itself worthy of investors' confidence and this stock will rebound in the post-Greene era. The key will be its ability to adapt and enhance its product in the face of persistent competition.

Taking a shot here on a run up or buy out.

With company revenue growth slowing down, the stock price cannot justify the valuation. Will go back down to 20s

Google of Virtualization

If VMW becomes part of the IT infrastructure, they can gain revenue growth as a percentage of the overall sector, which is in the hundreds of billions to trillions of dollars. Eventually they will either be bought by IBM, or possibly HP; or replace IBM. Since the stock is cheap at the moment, there is a window of opportunity for a large buy-out in the next year or so. Otherwise, if the real competitors - i.e. huge IT solutions vendors, and not Microsoft - do not take notice, they will be in for a very rude awakening and shrinking market shares.

The biggest downside is that the company needs to go through the start-up to somewhat organized corporation phase. This can be messy and a lot of good people will likely leave since that the culture is changing. This reinforces a 6 mo - 1 yr window for competitors to make offers. After that, it is off to the races.

Compelling buy at current prices.

Stock is breaking down and has no support.