April 7, 2008

Virtualization: Cheap Growth?

I came across two articles on VmWare today. One is on the parent company EMC, who is $1 from its 52 week low and the other is on the growth prospects on virtual technology in general and VmWare in particular.

The long term prospects on both companies look very good, and this may be a great entrance point. However, in tough economic times, IT budgets get cut, which may pose challenges for both of these companies.

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