IBM Stores Up For Next Acquisition (EMC) by Ryan C. Fuhrmann
"Potential buyout targets include EMC and VMWare (NYSE:VMW), which would be easy enough for IBM to digest and would help offset the recent declines in the systems and technology group. This would also increase its data-storage capabilities, which for the most part are holding up well in the current economic environment and especially in VMWare's case. Even though business activity has slowed, the need to store increasing amounts of corporate data has not."
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