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VMware stock on 110+

No matter what you say and no matter what kind you do. you have to admit, we've got a start here. Sure many folks are angry and hate while we all go deploying VMware all over the world (I do!) but it is going to take a while before anyone can come up to the management capabilities VMware has provided and has pushed innovation to the limit. Why? Just to give us the coolest technology we could ever imagine!

And investors are beginning to understand that too. Remember, our predicted 200 is the target for the six months, it is bound to challenge Google's ascent as well!

Check out the stock here.

Eric covers it too at Barrons:

Sumner says he sees core EMC worth $11 a share. He writes that he had previously assumed a price for VMW of $43, and notes that “clearly, the market disagrees with our assessment of VMware’s value.” He notes that the persistent spread in the price of VMware’s shares and EMC’s shares “should increase the pressure on EMC to spin off some of its VMW shares to EMC holders in a tax-free distribution.” As Sumner points out, EMC has 98% voting control of VMW, a position it could maintain with far fewer shares.”


And as for this, I think what most of the folks are not realizing is that VMware has not only scratched the surface, it has also achieved the "escape velocity". I am sure Viridian will do its work well when its out, but there's more to it than just completing the product development cycle. We are curious, as always!


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