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TechStockProspector
User Rank
Platinum
Re: VMWare
TechStockProspector   3/28/2012 9:53:31 AM
NO RATINGS
More Wall Streeters positive on EMC & VMware this morning:

*Morgan Stanley raises its EMC price target to $37 from $33

*BofA/Merrill ups its VMware price target to $120 from $104

philtheinvestor
User Rank
Iron
Re: Showing innovation in key industries
philtheinvestor   3/28/2012 9:50:58 AM
NO RATINGS
Hmmm. I've heard rumblings of SolarWinds being acquired for a while now but no action. I wonder why?

TechStockProspector
User Rank
Platinum
Re: Showing innovation in key industries
TechStockProspector   3/27/2012 11:31:48 AM
NO RATINGS
@philtheinvestor: I think EMC could be a buyer in the analytics or security segments. Also, SolarWinds (SWI), OPNET (OPNT) or even NetScout (NTCT) would be potential targets in enterprise IT management/network performance management.

ProfR
User Rank
Platinum
Re: VMWare
ProfR   3/26/2012 12:52:35 PM
NO RATINGS
Tokyogal, I agree. EMC has both 2 critical pieces for cloud - virtualization with VMWare and high capacity storage.

tokyogai
User Rank
Platinum
Re: VMWare
tokyogai   3/26/2012 10:16:55 AM
NO RATINGS
It is also about the whole growth of cloud computing driving storage demand in a way that has not happened for the last few years. EMC is poised both with storgae and virtualization- that is a real winning combo.

Scott Raynovich
User Rank
Blogger
VMWare
Scott Raynovich   3/26/2012 10:00:16 AM
NO RATINGS
This is all about VMWare. It is such a huge asset for EMC.

philtheinvestor
User Rank
Iron
Re: Showing innovation in key industries
philtheinvestor   3/25/2012 7:24:23 PM
NO RATINGS
Do you see any more partnerships or acquisitions for them by the end of this year?

ProfR
User Rank
Platinum
Showing innovation in key industries
ProfR   3/24/2012 8:30:21 AM
NO RATINGS
EMC is a good company. They do a good job of innovating and partnering in businesses that are close to their core. They try multiple things in new industries like cloud. This allows them to try things out and then choose what works best. An example of this is partnering with cisco on VBlock in the cloud space.

Phoenix
User Rank
Gold
Re: Sounds Like a Winner...I Think!
Phoenix   3/24/2012 3:59:14 AM
NO RATINGS
They are doing business in a potential high growth area so it can be assumed that they we will continue to grow. But there seems to be a lot of competition in the data storage business so they will need to continuously innovate if they are to stay ahead.

philtheinvestor
User Rank
Iron
Re: Sounds Like a Winner...I Think!
philtheinvestor   3/23/2012 7:15:05 PM
NO RATINGS
Gaining IP and innnovation through acquisitions is not necessarily a bad thing. The decision engines continue to chrun while the branding will soon take your brand name. EMC has done a good job of this over the past 5 years. That's why thery're a leader in the enterprise storage space.

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