+ Watch EMC
on My Watchlist
EMC is a leading provider of network storage, backup software, and other information technologies.
This stock is dead money. Sales slowing. EPS slowing. Good cash flow; they could pay a better dividend than 1.7%. High short interest. There are better places for your money.
EMC's RSA subdivision will probably start shedding customers from outside USA
storage & the CLOUD VMWare
clear product strategy and positioned in growth segments of IT
Storage is the future both for information explosion, data explosion, and cloud.
Tech laggard will be moving up, 5 stars in CAPS
Steady grower; 10x FCF; several well-known value investors were buying this during 1Q13
s & p 5 star
The IT sector is undervalued right now. Earnings and profiatbility are good to justify higher valuation on quality stocks liike IBM, ORCL, EMC, MSFT, INTC,...
Big data is the way of the future. EMC is a market leader and well-diversified player in the Cloud.
I expect the next quarter to be slow for EMC, like Q1-2013. I do not expect the growth numbers that they posted last year. But lack of investment today by businesses in governments will lead to pent up demand in the near future. I think the future is bright for this sector and more specifically company.
EMC has a strong business, but is undervalued if you consider its share in VMWare. Now that it is near its 52-week low I think the company heads upwards.
lots of money in the coffers
With people ditching broadcast for online, hard drives for clouds and cable for fiber someone has to have a place for people to put all that data. Data Storage will be the worlds new filing system for 50 plus years if not forever.
Solid technology company that provides large storage that is heavily used for cloud computing. Analysis are favorable on the stock. In my experience working with them they provide professional high level service and cultivate long term business.
Eventually the market will come around and value this properly
Here's my recent blog summarizing the investment thesis for EMC Corporation and why I believe it will outperform the market going forward:http://beta.fool.com/brewcrewfool/2013/03/03/the-intersection-of-cloud-and-big-data-and-investi/26130/
I like EMC under $24/share for the next 12 months.
Just the value of VM ware and its cash account for half the co value and it is in a very fast growing sector that it dominates
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