Friday, August 31, 2007

Vmware continues to consolidate at these present levels of $68 - $70 range. So far, stock seems immune to recent market volatility. This is a strong indication of vmw solidifying while gaining pps-wise. I will continue to reiterate the fact, that there isn't any real competition to Vmware's dominance currently in the market. The closest would be Microsoft which is substantially behind in terms of software efficiency in comparison to that of vmware's.

It is true that Vmware's dominance won't be there forever, but surely it will be there for a long time to come. Certainly right now they are in a monopoly position, owning the biggest share out of the entire virtualization market. For what they offer in relation to abstracting computer resources - too many buyers and only one seller. Growth should continue.



ron
www.wallstreetpit.com/forums

No comments: