EMC : Analysis & Opinions

  1. Teradata Buys RainStor, Boosts Hadoop Solutions Portfolio - Analyst ...

    December 18, 2014
    Big data analytics and marketing applications company, Teradata Corp. (TDC) recently acquired privately-held RainStor for ...
  2. More To Come In A Record Year For Spin-Offs

    October 16, 2014
    What do Wonder Bread, Avis Rent-A-Car, Sheraton Hotels and Hartford Insurance Group have in common? They were all held under ...
  3. These 4 Stocks Are Potentially Topping Out

    October 13, 2014
    The S&P 500 definitively broke below its 15 month trend channel, therefore many stocks are facing a similar scenario. Here ...
  4. A Billionaire Activist Could Spark This Bargain Stock To 30% ...

    August 4, 2014
    Today, one of the best places for value investors is technology. This comes as the share prices of some dot-com-era companies ...
  5. EMC Still Sluggish Amid A Tough Hardware Market

    EMC Still Sluggish Amid A Tough Hardware Market

    April 25, 2014
    Between lower guidance after the fourth quarter and the weak hardware results reported by IBM about a week ago, there was ...
  6. Is Improving IT Demand Enough To Maintain Teradata's Rebound?

    August 26, 2013
    Teradata may be Big Data, but that hasn't proven to give it any edge in terms of growth
  7. NetApp Underwhelms, But Still Looks Undervalued

    August 15, 2013
    NetApp may have disappointed the Street, but the underlying value is sitll pretty interesting.
  8. Fusion-io Tries To Hit Reset, But The Street Will Carry A Grudge

    August 12, 2013
    Fusion-io launches a painful reset, and the Street will need some proof before awarding the company growth multiples again.
  9. The Big Play In Big Data

    August 6, 2013
    Given just how technology oriented our lives are becoming, the amount of data we are creating is staggering. But in that ...
  10. EMC May Be Stronger Than It Looks

    July 25, 2013
    In-line results may be stronger than they look, and EMC looks seriously undervalued.
  11. Symantec Fixing What Was Never Too Badly Broken

    June 25, 2013
    Symantec's restructuring starts from a good place and should enhance shareholder value
  12. EMC Opening Its Wallet And Bracing For The Next Evolution Of ...

    May 30, 2013
    Facing a slowdown in storage demand, EMC looks to the future.
  13. Cost Improvements Are Good, But Hewlett-Packard Needs Revenue ...

    May 23, 2013
    Restructuring seems to be helping margins, but HP needs revenue growth to really turn around
  14. NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

    May 22, 2013
    NetApp is suffering from the wider tech malaise, but the company appears to have established itself as the clear #2 player ...
  15. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  16. Thirst For Data Drives This Stock

    April 11, 2013
    The rising need for more and faster data processing technology is propelling a potential resurgence in a sought-after company.
  17. NetApp Seems Stupid-Cheap

    February 15, 2013
    NetApp's valuation seems to expect a disastrous future. Fair value on NetApp shares seems to be in the mid-$50s.
  18. No Signs That EMC Is Losing The Storage Wars

    February 1, 2013
    EMC may see slower growth in 2013, but the value is still compelling.
  19. VMware Stumbles, And The Street Spares No Mercy

    January 31, 2013
    VMware has the Street spooked that growth has topped out.
  20. Hewlett-Packard Hits Bottom, Finds A Shovel

    November 27, 2012
    Ongoing share losses and an embarrassing writedown just keep the bad news flowing for HP.
  21. Can Brocade Get Any Benefit Of The Doubt?

    November 20, 2012
    Brocade's execution has improved, but the valuation has not. And despite its sustained long-term revenue growth, the company ...
  22. NetApp Handling This Rough Patch Relatively Well

    November 15, 2012
    NetApp delivered a welcome solid quarter in a tough market.
  23. Quantum Continues to Incur Loss - Analyst Blog

    October 31, 2012
    Quantum Corp. (QTM) reported second quarter fiscal 2013 adjusted loss per share of 3 cents, which is slightly better than ...
  24. Not Even EMC Is Immune To Tech Headwinds

    October 26, 2012
    A sector-wide slowdown in IT spending has hit EMC as well.
  25. Is There Hope For HP?

    October 25, 2012
    HP is trying another turnaround, but can they do it in time and properly?
  26. Fusion-io Grows When Others Can't

    October 25, 2012
    Fusion-io delivered solid growth, but investors seem more worried about guidance than long-term potential.
  27. 5 Tech Stocks You Should Be Buying

    October 2, 2012
    If you're looking to put some money into technology, here are a few ideas to get you started.
  28. Red Hat Keeps Booking The Deals, But Is It Growing Enough?

    September 25, 2012
    Red Hat's revenue growth is solid, but profitability is still a concern. I'd be inclined to wait on Red Hat in the hopes ...
  29. Lenovo's Margins Are Slim, But The Stock Looks Cheap

    September 12, 2012
    Lenovo continues to build share in PCs and smartphones.
  30. NetApp And The Difference Between Value And Cheapness

    August 18, 2012
    NetApp may be flawed, but isn't it better than this?
  31. Check Point Is In Its Competitors' Crosshairs, But May Be Too ...

    July 23, 2012
    Check Point has ample competition and a philosophy that seems more oriented towards maintaining profits than growing them. ...
  32. Rumors Roil VMware

    July 18, 2012
    Rumors of a CEO change roil VMware shares.
  33. Xyratex Lends Insight Into Storage Industry Trends

    July 9, 2012
    Xyratex serves as a bellwether for overall storage industry trends.
  34. Without Better Execution, Dell's Supposed Value Is Moot

    May 25, 2012
    While Dell still posts a double-digit return on capital, the stock is cheap for some very good reasons.
  35. Is It Demand Or Competition Troubling NetApp?

    May 25, 2012
    NetApp's surprising negative guidance raises a host of questions.
  36. HP Has A Major Challenge Building From This Quarter

    May 25, 2012
    HP took a small step forward, but there's still a long road ahead
  37. Brocade's Ducks Still Not Queued Up

    May 24, 2012
    Brocade's ethernet problems continue to weigh heavily on the stock.
  38. Seagate - How Much, For How Long?

    April 20, 2012
    Seagate margins trounced expectations and fueled a much better per-share number, but the stock may not have legs as a long-term ...
  39. Companies That Are Reporting Earnings Next Week With Bullish ...

    April 12, 2012
    When a stock sees fewer shares shorted over time, it indicates greater optimism from investors. We ran a screen with this ...
  40. TIBCO Building Its Big Data Niche

    April 5, 2012
    TIBCO is building a very attractive middleware business. On the assumption of nearly 13% in compound free cash flow growth ...
  41. Teradata On A Tear

    March 28, 2012
    Teradata is delivering torrid growth. But it's going to have to grow its free cash flow at an average clip of 15% or better ...
  42. Big Value In Old Tech Titans

    March 22, 2012
    Mainline large-cap tech is as cheap as it can be. For investors, that could be a huge opportunity.
  43. If You Bought These Stocks 20 Years Ago, You'd Be Filthy Rich

    March 14, 2012
    Count yourself lucky if you bought these stocks.
  44. Mellanox Hanging Out In The Right Places

    March 12, 2012
    Mellanox has substantial growth potential, but the stock is hardly undervalued given its high EV/revenue multiple.
  45. NetApp Puts Some Fears To Rest

    February 22, 2012
    NetApp is an undervalued growing No. 2 player in storage.
  46. EMC's Steady Growth Still Undervalued

    January 26, 2012
    EMC continues to produce undervalued growth.
  47. IBM's Mix Is Appealing, But The Valuation Isn't

    January 23, 2012
    IBM is not a bargain stock, but its quality and consistency still make it a sound investment.
  48. Can Fusion-IO Outrun The Tiger?

    January 17, 2012
    Fusion-IO stock may seem expensive, but it won't matter if the growth is there.
  49. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  50. 2 Firms Mastering Big Data

    December 26, 2011
    Technology makes its own niches at some point, and data management is a prime example, writes Rob DeFrancesco of Tech Stock ...
  51. EMC - The Best Company In The Best Business

    October 21, 2011
    EMC is a best of breed trading at mutt prices.
  52. Oracle's Impressive Organic Growth

    September 28, 2011
    Strong growth, impressive cash flow generation and a reasonable valuation make Oracle stand out from rivals.
  53. More Data, More Profits For FactSet

    September 22, 2011
    FactSet earnings aren't quite as good as they look, but the company continues to produce the free cash flow.
  54. Time For Cyber Security Stocks

    June 21, 2011
    Learn which stocks are poised to grow from the increasing need for computer network security.
  55. Clouds Mean Bright Days For NetApp

    June 1, 2011
    NetApp is seeing strong demand for its mid- and high-range storage products as of late.
  56. Salesforce.com - High-Octane Growth With A Price To Match

    February 28, 2011
    Salesforce.com continues to make its valuation moot with excellent growth.
  57. IBM: Big, Blue, And Kinda Cheap

    January 20, 2011
    IBM is big and old, but hardly past the point of relevance.
  58. The Data Storage Gold Rush - Who's Left?

    December 15, 2010
    Scarcity may spell the end of the M&A mania in storage technology.
  59. Compellent Takes A Tough Bid

    December 13, 2010
    Dell's bid may be a blow for Compellent's shareholders, but it's still a fair price for the stock.
  60. EMC Buys More Storage Space

    November 17, 2010
    EMC makes yet another move to maintain its dominance in enterprise storage.
  61. 3Par Suddenly A Hot Property

    August 24, 2010
    3Par went nowhere fast during the recession, but this storage company is now the prize in a bidding war.
  62. VMWare's Vaporous Valuation

    July 22, 2010
    The growth is great, but can any company grow enough to justify VMWare's valuation?
  63. How Microsoft Lost Its Mojo

    June 4, 2010
    Now that Apple has surpassed Microsoft, is there anything left in this software giant?
  64. IBM Is A Profit Machine

    July 20, 2009
    IBM has prudently chosen to pursue a strategy that emphasizes profitability over size.
  65. Should You Go With High Insider Ownership?

    March 11, 2009
    Can high insider ownership give a false signal?
  66. Corporate Computer Security Steps Up (VDSI)

    January 24, 2007
    Security firm VDSI looks to be well-positioned to lead its market niche to further growth and its shareholders to strong ...
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