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VMware still hot despite shares drop to 87.74 (Nov 9, 2007)

Quoting Forbes:

"We're still in the early stage of penetrating the server market with virtualization," Seyrafi said. He estimates that the server market has reached 5% penetration but he predicts that figure will move to 15% in the next 15 years. "It's a major technology trend taking place right now."

Certainly, VMWare's recent numbers seem to confirm the strong momentum in the market. On Monday, Benchmark analyst Brent Williams told Forbes.com that he maintains his "buy" rating on the company.

Meanwhile, VMware's former parent, EMC, has lagged behind VMware since the IPO. While EMC still holds 87% of VMware's common stock, the stock has only gained about 3%. Last week, Seyrafi said EMC's stock has not "moved up proportionally with VMware's," and upgraded the company to "buy from "above average." According to Seyrafi, the discrepancy in growth is unsustainable and should correct itself in the near term.



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