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Apparently by the silence, no one has a reason to sell VMW. I also started a position with a synthetic long and it has grown to be my largest stock holding. I, like you, am wondering if I let my "winner" ride. I haven't seen any significant information to make me think the growth will slow. My company actually uses Citrix, but all the IT guys tell me to hold my VMWare. Hopefully, any bears on VMW would give us some reasons to dim our enthusiasm.
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