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VMware's dominance questioned

TheStreet.com carrying the article after Goldman Sach's analyst wonders if VMware can continue the streak.

Stock in the Palo Alto, Calif., virtualization company fell $13.25, or 12.9%, to $89.25 in late trading. That makes for a 27% drop in the high-flying stock since Nov. 1.

In a discussion on virtualization Wednesday, Goldman Sachs analyst Sarah Friar posed the question of whether VMware, the "big gorilla," has an unbreakable hold on the market.

"It's not a foregone conclusion that they're the gorilla forever," said Edward Walsh, CEO of privately held virtualization competitor Virtual Iron.



But we shouldn't forget that its been a bad day (in fact I've been glued to the Bloomberg, or should I say Gloomberg given the laast couple of gloomy days) and consumer spendings, including corporate spendings are not going to shoot up anytime in the coming weeks.

A lot of firms are sensitive to "sensitive" statements, like that of Oracle losing it's market while SAP grows with it's organic model. We are looking at some grey skies.

PS: Talking about grey skies, here in The Netherlands we are monitoring&watching our sea level for the first time in 30 years, so weather too is spooky!

Anyways, here's the link

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