They're trading at over sixty times their highest-ever earnings. I guess you have to wonder why, if virtualization is able to earn them such great returns, they

They're trading at over sixty times their highest-ever earnings. I guess you have to wonder why, if virtualization is able to earn them such great returns, they don't have more competition. My guess is that their product will get cheaper and more commoditized, and those 15% profit margins won't last. But I don't know much about the industry -- that's just what happens in tech, in general.