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	<title>Comments on: Amazon and VMWare&#8230;the next Googles?</title>
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	<description>TRENDS - Find them, ride them and get off! Stocks, venture and civilization.</description>
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		<title>By: Todd</title>
		<link>http://howardlindzon.com/amazon-and-vmwarethe-next-googles/comment-page-1/#comment-149608</link>
		<dc:creator>Todd</dc:creator>
		<pubDate>Tue, 30 Oct 2007 14:12:46 +0000</pubDate>
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		<description>Depending on how far VMW rises during this current run up, the next good dip could bring it down to somewhere around $100, IMO.  This is one of those companies that you know is overvalued based on pretty much any metric used, but it continues to rise nonetheless.</description>
		<content:encoded><![CDATA[<p>Depending on how far VMW rises during this current run up, the next good dip could bring it down to somewhere around $100, IMO.  This is one of those companies that you know is overvalued based on pretty much any metric used, but it continues to rise nonetheless.</p>
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		<title>By: Trader Mike</title>
		<link>http://howardlindzon.com/amazon-and-vmwarethe-next-googles/comment-page-1/#comment-149603</link>
		<dc:creator>Trader Mike</dc:creator>
		<pubDate>Tue, 30 Oct 2007 13:53:10 +0000</pubDate>
		<guid isPermaLink="false">http://howardlindzon.com/?p=2837#comment-149603</guid>
		<description>I&#039;ve also been kicking myself for not getting in VMW yet.  I&#039;ve been long Amazon for the very reason that I believe their EC2 and S3 will take over the world.  VMW is a better way to play that virtualization trend.  I&#039;m in on the next good dip.

P.S.  Read/Write Web is a must read for me too.  I like them the best of all the web 2.0-ish blogs/sites out there</description>
		<content:encoded><![CDATA[<p>I&#8217;ve also been kicking myself for not getting in VMW yet.  I&#8217;ve been long Amazon for the very reason that I believe their EC2 and S3 will take over the world.  VMW is a better way to play that virtualization trend.  I&#8217;m in on the next good dip.</p>
<p>P.S.  Read/Write Web is a must read for me too.  I like them the best of all the web 2.0-ish blogs/sites out there</p>
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