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Replies to #112 on EMC Corp. (DVMT)
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RX4PROFIT

04/15/09 7:03 PM

#113 RE: zigzagman #112

EMC vs. VMW 90 day chart reflects VMW pulling up EMC. Recent movement may not reflect the buy out rumor, IMO, just a safe bet on the upcoming earning calls. VMW earnings announcement is April 22.

When establishing a fair market price for EMC, you have to take into account the like price for VMW since EMC owns 85%. Tucci recently said he has no intention of a spin-off. I previously placed a fair price for EMC at $18, but that was then and the present market conditions only raise the premium, IMO, till year end.
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RX4PROFIT

04/17/09 11:46 AM

#114 RE: zigzagman #112

"Who Said Data Centers Weren't Sexy?" A good read, The Street.com, supporting my thoughts.

http://www.thestreet.com/story/10487572/1/who-said-data-centers-werent-sexy.html