Too Soon for Doom and Gloom at VMWare

7/8 - "Greene's replacement is former Microsoft (Nasdaq: MSFT) bigwig and Intel (Nasdaq: INTC) executive Paul Maritz...Maritz was responsible for some of Microsoft's most successful products, such as Windows 95, Windows NT, and the entire Office line in the late 1990s. He was part of the five-person brain trust that effectively ran Redmond...After a short adjustment period, I believe that the company will get right back on the hypergrowth track again, ready to take on Maritz's former employer throwing its best stuff VMware's way."

"There are murky waters ahead, and a P/E ratio of about 67 times trailing earnings after the 25% haircut is still not cheap. But you'll rarely find Rule Breakers in the bargain bin, and this one has a firm hold on one of the hottest markets in the tech biz right now."