EMC Corp (EMC)

Emc and their Virtualization VMware is hot and will make the company $$$

If I told you that you could buy EMC right now for around $7 a share, would you? Of course you would and by buying the stock right now that is what you would be doing. Here is what I'm talking about:

The current Market Cap of VMW is $29.42 Billion, Emc owns 85% of that so that makes Emc's market cap interest in VMW at about $25 Billion(29.42 X .85).

Lets just take that market cap right off of the top of EMC's current market cap but keep the current amount of outstanding shares the same. $39.87B (EMC's market cap) - $25.007B (the market cap of EMC's ownership in VMW) = $14.863B

Now take that $14.863B and divide it by the current number of outstanding shares of EMC $14.863B / 2.1B and you get $7.08 per share.

At $7.08 per share that would make the current P/E 11.6 and the forward P/E 8.63. A 8.63 forward P/E on a stock that has a growth rate of 15%. That gives you a PEG of .58

Now the Debbie Downers would say "But EMC's earnings will no longer have the contributions of VMW". That is correct but VMW is a growth story, its earnings before its IPO were minimal (only 15.2 M in 2nd quarter last year) compared to EMC's total earnings.

I believe there is a $19 veil over a $7 stock that people just are not seeing at this point. The more VMW's market cap grows, the lower this number is going to get and the more I will be buying for my porfolio.

Too many positives to count. Solid cash flow, balance sheet, and growth. Not spectacular, but the market can't ignore annual growth of 15% forever. Otherwise we will see a private equity takeover. The VMWare IPO will unlock some of the hidden value in EMC.

This must be one of the best worst stocks available. What's not to like, except the stock price. Markets dance in fickle ways, yet this company is so damn rock solid and poised to trade at it's real value, it kills me to see it so undervalued. There is a nice long position here as the dozen or so meaningful acquisitions start to gel. As my brother in telecom says... they'll do anything to sell and they are damn hard to beat.

In addition to their strong position in the Storage Networking market and their huge stake in VMWare. EMC is aggressively growing a strong services and support business that will allow them to have above average growth in the next 2 to 4 years.

Storage space is like money and good looks. You can never have enough to satisfy the demands of your users.

As office productivity products (MS Office) bloat the size of each individual document, the overall accumulation of more documents requires more storage space to handle the bloat.

This is true, especially is storing all of the documents e-mailed throughout an organization. E-mail systems are the hidden file systems of many large corporations. The solution to this storage demand is rarely to clean up the mailboxes. It's usually to add more storage space to the mail system.

EMC will grow as long as Microsoft dominates the market for server operating systems, e-mail systems, and office productivity products.

SIGNIFICANT EFFORT AND INVESTMENT HAS BEEN MADE TO RESTRUCTURE THE COMPANY FROM WHAT IT WAS - THE PAYOFF IS JUST AROUND THE CORNER.
THE NEED FOR ECONOMICAL STORAGE CAPACITY, ORGANIZATION AND EFFICIENT RETREIVAL IS EVER-EXPANDING. EMC'S PRODUCTS ARE WINNERS.

By January 1st of '07 EMC should be at least $14 and here is why:
- Management will do everything possible to compensate for underperformance in recent quarters
- EMC business has very strong seasonality with Q4 always being the best quarter
In summary, revenue will be up and management will keep expenses under control. Stock price will reflect that.

EMC will have some digestion blues considering the number of companies that it has acquired and are acquiring. However, those are best of breed acquisitions - top Security (RSA), virtualisation (VMWare) and the list goes on - there's a huge upside potential if it doesn't throw up ... HUGE UPSIDE potential.

This company and sector are going to see the networking/computing market skyrocket in the next 5-10 years. The emerging markets group are going to move from industrial to commercial far faster than other countries have transitioned in the past. This shift in industry style will bring companies like EMC and CSCO huge revenue growths.

EMC's been on the bad boy bench for too long now. They've made great investments and will start to turn the corner soon with nice profits. The company is investing in new sales people and VMware and other SW investments are absolutely kicking butt in the market

see the preliminary "pitch" here:
http://caps.fool.com/Blogs/ViewPost.aspx?bpid=202671

VMware is a solid product. Speaking from an IT position, VMWare is positioned to be a common solution in data centers around the world. More and more companies are implementing this solution, and existing companies grow their VMware solutions. I've never once heard a company remove VMware once it is implemented. EMC storage services and VMWare's growth will keep this company profitable.

Joseph Tucci has transformed the company from storage to a full line software comany. With excess free cash flow and stock buy back in the works the stock should outperform

The company is seriously undervalued at the present time. All its divisions are doing very well, especially the VMWare division that is the de facto standard for server vistulaization. The new push into security with the RSA acquisition should start bearing fruit in this timeframe

The ROI for Virtualization makes it a no brainer. The push for more effective ways to manage your IT infrustructure coupled with the need to conserve energy will make VMWARE a top performer.

EMC has been trading sidways for nearly five years. I have followed the stock in its hay days and This is a stock that should be trading in 20s range. However we probably will not see this as long as Joe Tucci is at the helm. I am very disappointed with the company's performance. All that cash and acquisitions that will no doubt benefit five to ten years hence. Give some cash back to the investors. DIIVDENDS buy back shares.

watched this stock go from 10ish to par and back.good business, but honestly, i've always wanted to own this stock. When i initial anything, i sign EMC! Do I really need a better reason?

Shares of EMC have declined this year due to fears of slower growth, execution missteps and expensive acquisitions. I personally believe the company is making the necessary investments to offer a comprehensive information management solution, offering the necessary applications and hardware to manage the multitude of data gathered by companies. Revenues have shifted from lower margin storage hardware to include higher margin software solutions, which should lead to expanding margins over time. With the continuing growth of e-commerce and general data gathering by corporations, I see continuing strong demand for storage solutions. Therefore, EMC should continue to generate double-digit top and bottom line growth for the next several years.