The winds are shifting around virtual server specialist VMware
That's nearly half of Intel's 9.5 million VMware shares shifting hands. Let that sink in for a moment.
Cisco seems to appreciate VMware more than Intel does right now. Maybe it's because the virtualization veteran also works closely with Advanced Micro Devices
It's not that Intel doesn't believe in virtual servers. Its server-class chips are loaded with features that play well with virtual machines from VMware, Microsoft
So you gotta ask yourself one question: Do you invest like Intel or like Cisco? You're choosing between risk-averse profit taking or opportunistic growth investing. Personally, I think the Intel-style investors are missing out.
Microsoft and Intel are Motley Fool Inside Value picks. VMware is a Motley Fool Rule Breakers recommendation. The Motley Fool owns shares of Intel. Try any of our Foolish newsletters today, free for 30 days.
Fool contributor Anders Bylund owns shares in AMD, but he holds no other position in any of the companies discussed here. You can check out Anders' holdings or a concise bio if you like, and The Motley Fool is investors writing for investors.
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