Shares of VMW were off 15.4 percent Friday morning. RBC Capital had seriously downgraded VMware last week from Outperform to Sector Perform, blaming “a degrading environment for global IT spending.” VMware's virtualization software is the hottest product in a hot market — it reduces the number of physical servers companies need to buy by creating multiple "virtual servers" on the same box. Wall Street sees it pretty simply: No bailout bill = no sales.

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