EMC Corp (NYSE:EMC)

CAPS Rating: 5 out of 5

EMC is a leading provider of network storage, backup software, and other information technologies.

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Player Avatar signal9 (< 20) Submitted: 9/4/2007 3:25:10 PM : Underperform Start Price: $19.64 EMC Score: -4.59

It would take a miracle to get this stock to move anywhere. Great bluechip, stability is nice, just not exciting. Recent purchase - Avamar - total dog. Good idea meets bad end in the EMC purchasing graveyard. This seemed like a ditch attempt to pull backup software Networker out of the fire - is old code, recent re-write adds shine to rust. Limited functionality for disaster recovery, complex and expensive. Guess what, Avamar and Legato - former competing technologies, both require client and server installs doing the same tasks. How exactly is that supposed to work together?

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Member Avatar SnowSkiSunSea (< 20) Submitted: 6/12/2009 5:50:55 PM
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Avamar is not a replacement for Networker (SourceOne is...). Avamar is a source-based deduplication (vs Data Domain which is target-based).

Member Avatar SouthsideAve (< 20) Submitted: 7/15/2009 5:20:13 PM
Recs: 2

Wow, did you miss the boat, or are getting some very bad information. EMC is growing 2X the storage industry in general, and is leader in data storage, SW, replication, and owns 86% of one of the hottest IPO's in tech history in VMW. They were the leader in data deduplication BEFORE the DDUP acquisition, and are poised to be a leader in cloud computing AND data security.

As far as Avamar, not sure where to start as your assessment is 100% inaccurate:
Avamar was the second most successful acquisition in EMC history in revenue growth behind only VMWare and right now is the hottest source-based de-dupe technology on the market. Avamar does not require any client install, and can even run as a VM. Pls do some homework before your next post!!!

Member Avatar TSIF (99.96) Submitted: 8/13/2009 11:43:21 AM
Recs: 4

Actually this two year old pitch, from a player long gone that just got a comment reply 21 months after it was posted, has/had a lot of truth in it. Recession or not, Signal9 posted this in Sept. 2007 when EMC was $19.95. Where has it traded since? Until the last month it rarely broke it's $10-$13 cycle. With a good Tech rally, EMC may break out again as it did when it spun off VMWare and peaked at $24. It does have a lot of unlocked value and some of it's acquisitions have helped the bottom line. Buyout rumors also continue, whether for VMWARE, EMC proper, or some combination. I think EMC has serious potential, but signal9's call back in Sept 2007, including the stability, but not exciting, pieces have been spot on. His? interpretation of Avamar was actually quite accurate two years ago when Sourceone was not even on anyones radar. Maybe critics of this post should get a history lesson.

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