Amazon and VMWare…the next Googles?

Posted by Howard
on October 30th, 2007

Yowza!

This article MUST be incredibly insightful …it has given me a migraine.

Kidding aside, ReadWriteWeb is one of my daily reads and the team of writers understands hardcore technology and the internet better than any tech blog.

Amazon has been truly on fire (long) and VMWare (VMW) has been the hottest IPO of the year. We have Wallstripped them both. The momentum money is betting on these two companies because they are betting on the upside as ReadWrite elaborates in the article. There is much to execute based on the price and valuation increases.

With respect to VMware, I am bummed to have missed this investment, but happy to have picked up shares of VMWare’s cheaper papa EMC under $21 just a month ago .

There is mucho shit going on in tech people underneath the headlines.

Disclosure – Long EMC and Amazon and Google.

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.