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DewDiligence

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DewDiligence

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Re: DewDiligence post# 1898

Friday, 05/11/2012 12:32:02 PM

Friday, May 11, 2012 12:32:02 PM

Post# of 29304
Does anyone here like EMC as a play on the data explosion consequent to The Global Demographic Tailwind? All that data has to be stored somewhere, whether or not it’s in the cloud. EMC’s EV is about $50B, but after stripping out EMC’s 80% stake in VMW, the remainder of EMC has an EV of only $20B or so.

p.s. EMC just acquired an Israeli company called XtremIO for about $440M:
http://www.reuters.com/article/2012/05/10/emc-idUSL4E8GAC7M20120510

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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