As for my stock idea, I’m going to go with VMware (VMW), a stock that, frankly, I had totally taken off my watch list many months ago. It was a good winner during much of the bull market, but after a mega-run, the stock basically topped out last fall (relative to the market) and has been consolidating ever since. The story has always been solid–server virtualization, which is hugely cost-effective because it allows each server to be used for many different applications. It doesn’t hurt that this so-called “cloud computing” has become all the rage. But, while growth was...
