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Rawnoc

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Rawnoc

Re: None

Thursday, 02/07/2008 9:57:11 AM

Thursday, February 07, 2008 9:57:11 AM

Post# of 275594
Buying puts on VMW (currently 60.60) -- huge share unlock. Company disappointed on guidance on their 2nd earnings PR after IPO. Historical PE of 100, 2008 PE of 60, tech POS with a ton of competition from MSFT, HP, ORCL coming online this year. Will short this one to $30.00

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