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Technology Stocks : VMware, Inc. (VMW)

VMW 142.48

0.0%

Nov 22 4:00 PM EST

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From: Ingenious	1/18/2012 10:55:56 PM
	2 Recommendations Read Replies (4) of 358

Goldman says "Conviction Buy" on VMW with $125 target yet Citi says "Sell"!! Who is right and who is wrong. Both cannot be correct. Does it matter that VMW has competition or does the competition merely serve to validate the space (ie Microsoft is "reviving" a cancelled project to compete with VMW). I am long and think this is a true enabling technology for so much yet no one sees what they are doing except at the highest order. Great proxy for all the cloud computing and smartphone apps with 1-2Gb of data.

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