Santosh Sankar

Buying Opportunity with VMware

MSFT and CTXS are solid competitors, but I believe this pressure will have management rethink strategy and fight back. If you compare the product offerings, VMWare provides excellent solutions and often times MSFTs products take a few versions to get the kinks out. Companies do not want to deal with this when investing in expensive tech, this is where the quality and experience VMW has will trump the competition.

Buying Opportunity with VMware

I agree with you, this is a great time to scoop up a solid share of VMWare. The company may face some rough patches in the short run but a solid long term holding with the terrific products it offers.