Monday, January 28, 2008

VMWare Gets Clubbed After Hours

I think the sheer number of deep pocketed competitors who are offering this product for free is what is getting to VMWare. It is hard to pay a PE of 166 for a company that sells a product that other companies (HP, Sun, MSFT) essentially bundle with their servers. I think VMWare might become the next Netscape if they aren't really careful.

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