July 24, 2008

The Case for VmWare

Stockpickr has an article on VmWare claiming that "The dip into the $30s creates a buying opportunity that won’t happen again."

The two biggest points of the article for me are:

1. 42% growth and a forward P/E of just 28 is cheap.

2. International revenues grew 68% last quarter. This is going to be the growth story for Vmware.

No comments: