Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
So what: How EMC (NYS: EMC) chief executive Joe Tucci must be smiling. His company has been buying VMware shares all year long. Expect even more investments as the stock falls for reasons disconnected from the underlying strength of the business.
Now what: If anything, VMware is making itself stronger by partnering with Dell (NAS: DELL) and Ubuntu, among others, to boost its offerings for corporate customers and differentiate itself from Microsoft (NAS: MSFT) . Where do you stand on this stock? Would you use the selloff as a buying opportunity? Weigh in using the comments box below.
Interested in more info on VMware?Add it to your watchlist.
At the time thisarticle was published Fool contributorTim Beyersis a member of theMotley Fool Rule Breakersstock-picking team. He didn't own shares in any of the companies mentioned in this article at the time of publication. Check out Tim'sportfolio holdingsandFoolish writings, or connect with him onGoogle+or Twitter, where he goes by@milehighfool. You can also get his insightsdelivered directly to your RSS reader.The Motley Fool owns shares of Microsoft and EMC.Motley Fool newsletter serviceshave recommended buying shares of Microsoft and VMware amd creating a bull call spread position in Microsoft. Try any of our Foolish newsletter servicesfree for 30 days. We Fools don't all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.
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