Top 1%
The ups and downs of VMW in recent months were huge.. I think this is due to the volatile market. With all this volatility people are forgetting the plain fact that this is a great company that makes fantastic software. If we were going to let Microsoft's shadow scare us, we'd be selling our Google shares, which we won't.
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Top 2%
arawak
Apr 10 at 10:28 ET
It has a p/e of 88(!!!!!). There are too many other bargains out there in this choppy market to chase something that expensive. They are definitely a great company with great software but that doesn't mean their stock is attractive in the least.
You know my style.. I like losers.. like AMD :)
Top 1%
guliamo
Apr 10 at 10:34 ET
Interesting perspective and I share your misfortune with AMD - how many years till they manage to make a buck??
If you think there are better deals out there , by all means - share with the group!
Top 4%
Kohalza
Apr 13 at 6:35 ET
VMW has a huge hype around it. Some people go as far a saying that their visualization solutions will pose a direct competition to Microsoft's next OS.
Personally I think they can fulfill those expectataions and for the current share price, it's an excellent buy.
Top 2%
Lowrance
Apr 17 at 11:25 ET
Gigamedia (GIGM) is my current bet. After playing The9 (NCTY) and making a few grand while every was in love with GIGM earlier in the year gave GIGM some time to cool off and now they are down more than 25% from their YTD peak in late February. By the end of the year I could see it returning to the $25 mark they touched briefly last year. They are advertising on the World Series of Poker and have signed a contract with Electronic Arts (ERTS) to operate (in Taiwan) the largest MMO release of the year (which comes out this fall).