Apparently some investors think that Microsoft will eat VMware's lunch, and others just don't see what the big deal about virtualization or cloud computing is. But for me the VMware stock seems like a steal of a deal. When the market tanks I tend to buy, so long as I have money that is.
Some more details on VMwares revenue/earning growth numbers.
Year-Over-Year Growth For VMware | 12/07 | 3/08 | 6/08 |
|---|---|---|---|
| Revenue | 88.4% | 80.6% | 70.9% |
| Earnings | 154.5% | 106.8% | 89.8% |
