No. of Recommendations: 8
Interesting article on VMWare.. how a great tech leader survives and thrives despite corp shenanigans and wall street..

VMWare was in the same category crusher company as Saul describes many companies here..
To me this is an indicator for most of companies we follow on this board..
I am not suggesting these companies will be bought out by larger behemoths, I am just suggesting the resilience of businesses of these types and why create tremendous shareholder value over a (short span of a) decade.

And yes, I believe NTNX is tomorrow's VMW.. just as much as MDB is tomorrow's Oracle..
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