http://www.inveslogic.com/tags/emc Blog Articles Tagged with 'emc' at http://www.inveslogic.com en http://www.inveslogic.com/sectors/directory/etf-investor/1147986?rsstype=tag&tag=emc I have been negative on Tech as a sector relative to the market as a whole, but I am no longer so. I shared my reasons over a year ago (too early), arguing that the strong balance sheets and high exposure to international sales were masking high va... Sun, 16 Nov 2008 13:57:00 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1147986?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1145810?rsstype=tag&tag=emc It is a shame China beat the US in announcing a major infrastructure investment plan: The spending announced today, of which 100 billion yuan is earmarked for this quarter, will cover low-rent housing, infrastructure in the rural areas, as well as ro... Tue, 11 Nov 2008 05:04:58 -0500 http://www.inveslogic.com/sectors/directory/etf-investor/1145810?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1141649?rsstype=tag&tag=emc Until the last quarter, VMware (VMW) was facing trouble. In these times when most companies are reporting rather depressing results, both VMW and its parent company, EMC s results were a pleasant surprise. VMWare s Revenues for the quarter of $... Fri, 31 Oct 2008 05:10:54 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1141649?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1141284?rsstype=tag&tag=emc Rebecca Engmann Darst co-authored this article.ACE Limited (ACE) Comments out of the CEO s mouth on Wednesday helped push shares sharply higher at multi-line insurer Ace. Mr. Greenberg noted that the soft patch in his company s business line ... Thu, 30 Oct 2008 12:51:23 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1141284?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1138312?rsstype=tag&tag=emc Merrill Lynch just released its latest installment of the RIC Report. This is the periodic update from its Research Investment Committee led by well-known investment strategist Richard Bernstein. Among other things, the report makes the point that e... Thu, 23 Oct 2008 08:51:42 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1138312?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1137501?rsstype=tag&tag=emc Recap of CNBC's Fast Money, Tuesday October 21. The Mood of the Markets... Tue, 21 Oct 2008 21:06:17 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1137501?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1137436?rsstype=tag&tag=emc EMC Corp. (EMC) is expected to report Wednesday pre-market open. Street estimates are set at $3.73B/$0.195 for Q3, with consensus expecting Q4 guidance for $4.15B/$0.25. In general our view has not changed from our report of September 23rd, wher... Tue, 21 Oct 2008 17:05:58 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1137436?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/gigaom/1130365?rsstype=tag&tag=emc Other than the availability of bigger boxes (or clear, plastic ones) it s hard to point to big changes in the way we store our stuff. Shifts in data storage are similarly mundane. But like the physical storage industry, which has seen slight innova... Fri, 03 Oct 2008 00:01:11 -0400 http://www.inveslogic.com/sectors/directory/gigaom/1130365?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/gigaom/1130301?rsstype=tag&tag=emc There has been a rumor rustling around Silicon Valley for a number of months that Cisco Systems is on the verge of acquiring EMC. Such a move would make a lot of strategic sense for Cisco, but this rumored mega-merger of technology giants may have t... Thu, 02 Oct 2008 20:00:29 -0400 http://www.inveslogic.com/sectors/directory/gigaom/1130301?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/gigaom/1129555?rsstype=tag&tag=emc Computing giant Hewlett-Packard said today it would spend $360 million in cash to buy LeftHand Networks, a storage company that straddles two hot trends right now allocating storage for virtualized servers and the using Ethernet for storage netwo... Wed, 01 Oct 2008 09:43:53 -0400 http://www.inveslogic.com/sectors/directory/gigaom/1129555?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/247-wall-street/1127891?rsstype=tag&tag=emc Joe Tucci, the CEO of EMC (EMC), has done his best to ruin his company and its spin-out VMWare (VMW). VMWare has the look and feel of a public firm but Tucci...[[ This is a content summary only. Visit my website for full links, other content, and mor... Fri, 26 Sep 2008 11:49:14 -0400 http://www.inveslogic.com/sectors/directory/247-wall-street/1127891?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1125959?rsstype=tag&tag=emc In a sweeping call on tech hardware stocks, Morgan Stanley s Kathryn Huberty and Scott Coleman cut price targets on earnings estimates for a host of hardware and telecom equipment companies to reflect the strengthening of the U.S. dollar and a slow... Mon, 22 Sep 2008 16:40:15 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1125959?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1124635?rsstype=tag&tag=emc Riverbed (RVBD), which made its mark in wide-area network optimization, earlier this week unveiled a move into an entirely new area designed to improve the efficiency of enterprise storage. If the new product catches on, the implications are ominous ... Thu, 18 Sep 2008 16:55:40 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1124635?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1124362?rsstype=tag&tag=emc The intent of this blog is to discuss industry trends in business intelligence [BI], data warehousing [DW], data integration and performance management. The economy and the stock market have an impact on budgets and what people business and IT ... Thu, 18 Sep 2008 09:04:22 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1124362?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/deal-book/1120487?rsstype=tag&tag=emc In the summer of 2007, Diane Greene was lauded as a business hero for leading VMware, a maker of business software, to the hottest stock debut since Google. But, The New York Times Ashlee Vance says, in the ensuing year, despite her popularity wit... Tue, 09 Sep 2008 07:05:40 -0400 http://www.inveslogic.com/sectors/directory/deal-book/1120487?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1117938?rsstype=tag&tag=emc Rebecca Engmann Darst contributed to this report.Eldorado Gold Corp (EGO) Broad shrinkage in commodity stocks followed thankful news of the dissipation of Hurricane Gustav, which observers over the long weekend feared could pose new perils to New... Tue, 02 Sep 2008 13:26:06 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1117938?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/gigaom/1112594?rsstype=tag&tag=emc Last week in my analysis of online storage sector, How to standout in the sea of storage startups, I pointed out that many startups were having a tough time convincing folks to upgrade from free to paying services. That post got many reactions, inclu... Mon, 11 Aug 2008 00:26:35 -0400 http://www.inveslogic.com/sectors/directory/gigaom/1112594?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1111586?rsstype=tag&tag=emc We all know the adage, There's no such thing as a sure thing. And it's especially true when it comes to investing. But for me, one indicator comes darn near close It's not insider buying. Sure, company executives forking over millions of dollars... Tue, 05 Aug 2008 07:10:47 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1111586?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/etf-investor/1107861?rsstype=tag&tag=emc Rebecca Engmann Darst co-authored this article.Wachovia (WB) Meanwhile, the Grand Guignol towhich we alluded earlier continues apace in the financial space today. Impliedvolatility in Wachovia options rose 21% earlier today after Oppenheime... Tue, 15 Jul 2008 12:52:55 -0400 http://www.inveslogic.com/sectors/directory/etf-investor/1107861?rsstype=tag&tag=emc http://www.inveslogic.com/sectors/directory/schaeffers-research/1106320?rsstype=tag&tag=emc EMC Corp. (EMC: sentiment, chart, options) is 1.8% higher this afternoon following an upgrade from RBC Capital Markets...(Read More)... Mon, 07 Jul 2008 13:02:00 -0400 http://www.inveslogic.com/sectors/directory/schaeffers-research/1106320?rsstype=tag&tag=emc