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Zecco.com » Top ZeccoShare Holdings » EMC Corp. (EMC) » EMC
Last post 09-19-2007, 1:47 AM by Mizzou73. 4 replies.
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  •  09-04-2007, 4:08 PM 11661

    EMC

    Reply Quote
    Does anyone else here have a position? I don't understand its market cap of 41.65b compared to vmw's 25b. Can it break 20 and hold above that point? Perhaps some of the residual effect of VMW's IPO will sill start to trickle down to EMC more substantially?

    I have (tiny) holdings in:
    Tech: AKAM, AAPL, EMC, VMW
    Financial: BAC, ING
    Steel: MT

  •  09-04-2007, 4:58 PM 11663 in reply to 11661

    Re: EMC

    Reply Quote
    Yes I agree, math in this is not so easy to understand. Doesn't EMC own 85% of Vmw? Saw the same thing with Hal when they spun off KBR. Thought Hal would get a big bump, instead KBR got the bump up, figure : /

  •  09-04-2007, 6:41 PM 11669 in reply to 11661

    Re: EMC

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    I believe as of right now most traders are not aware that EMC is the parent company of VMW. That may partly explain the situation. Another factor may be that some investors are taking a bearish attitude towards VMW thinking it will drop in stock price since comeptition is just around the corner. In the long run EMC appears to be a better invesment since it's highly likely it is undervalued as of this point.

    However, VMW is not out of the picture just yet either. Since it has just been recently made a public equity, they have not had a chance to release any critical news about future outlooks. So it can still be quite profitible to buy some shares now when it's in a relative regression and then have the shares increase in value when they are able to disclose information to the public.

  •  09-07-2007, 9:17 AM 11893 in reply to 11669

    Re: EMC

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    EMC is back down to 19.00 ish levels this morning. It will be interesting if int he coming weeks it makes a run at 20 again because each time its happened the sell off has been remarkable.
    I have (tiny) holdings in:
    Tech: AKAM, AAPL, EMC, VMW
    Financial: BAC, ING
    Steel: MT

  •  09-19-2007, 1:47 AM 12488 in reply to 11893

    Re: EMC

    Reply Quote
    EMC is well known to most technology investors, but many of them don't know about the balance sheet effect of VMWare (over $10B the last time I looked) which makes it a good play if they can realize a secondary offering of the stock at today's prices.  However, the multiples of EMC compared to NTAP and to a certain extent Cisco give it a premium to these competitors.  If you do a classic PEG and PE comparison, you might think that the balance sheet effect is already included in the calculation.  I personally like NTAP on a pure competition in the EMC space, but the ability of EMC to generate cash and buy market share or competition/complementary companies make me wary of any huge upside vis-a-vis the tech sector.
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