EMC : Analysis & Opinions

  1. Guidance Weakening Earnings Season - Ahead of Wall Street

    January 29, 2014
    Companies are continually beating estimates but guiding lower.
  2. NetApp Underwhelms, But Still Looks Undervalued

    August 15, 2013
    NetApp may have disappointed the Street, but the underlying value is sitll pretty interesting.
  3. 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.
  4. 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 ...
  5. Dell Wins ISS Approval, Eyes Voting Result - Analyst Blog

    July 9, 2013
    Institutional Shareholder Services Inc. recommended Michael Dell's, owner of Dell Inc., shareholders to bank on the original ...
  6. Will Icahn Offer Derail Dell LBO? - Analyst Blog

    July 3, 2013
    Carl Icahn will now fund $5.2 billion loan to help Dell to buy back 1.1 billion shares at $14.0 a share.
  7. Western Digital Boosts SMB Portfolio - Analyst Blog

    July 2, 2013
    Western Digital Corp. introduced a new range of network backup appliances, targeting its small and medium business customer ...
  8. Tech Roundup: Microsoft Soars, Google Disappoints - Analyst Blog

    July 1, 2013
    Last week, Microsoft signed an important agreement with Oracle related to cloud computing technologies, Facebook announced ...
  9. Symantec Fixing What Was Never Too Badly Broken

    June 25, 2013
    Symantec's restructuring starts from a good place and should enhance shareholder value
  10. IBM Lays Off 1300 U.S. Workers - Analyst Blog

    June 14, 2013
    International Business Machines Corp. has cut its workforce by 1,300 in the U.S. as a part of its workforce rebalancing initiative, ...
  11. 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
  12. 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 ...
  13. IBM Makes It Official – Tech Has Some Troubles

    April 19, 2013
    IBM sees a broad miss and the valuation is still too high.
  14. 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.
  15. 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.
  16. NetApp Posts Decent 3Q Numbers - Analyst Blog

    February 14, 2013
    NetApp Inc. (NTAP) reported third quarter fiscal 2013 adjusted earnings per share (EPS) of 52 cents, which surpassed the ...
  17. VMware Stumbles, And The Street Spares No Mercy

    January 31, 2013
    VMware has the Street spooked that growth has topped out.
  18. IBM Reiterated at Neutral - Analyst Blog

    December 28, 2012
    We reiterate our Neutral recommendation on International Business Machines Corp. (IBM) primarily due to its sluggish top-line ...
  19. IBM Set to Buy StoredIQ - Analyst Blog

    December 21, 2012
    International Business Machines Corp. (IBM) recently announced its plans to acquire Austin-based information management, ...
  20. NetApp Offers $1B Notes in Two Parts - Analyst Blog

    December 10, 2012
    NetApp Inc. (NTAP) recently commenced an offering of senior unsecured notes worth $1.0 billion in two parts. NetApp filed ...
  21. 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.
  22. 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 ...
  23. NetApp Handling This Rough Patch Relatively Well

    November 15, 2012
    NetApp delivered a welcome solid quarter in a tough market.
  24. NetApp's 2Q EPS Beats, Shares Climb - Analyst Blog

    November 15, 2012
    NetApp Inc. (NTAP) reported second quarter fiscal 2013 adjusted earnings per share (EPS) of 37 cents, which surpassed the ...
  25. 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 ...
  26. Is There Hope For HP?

    October 25, 2012
    HP is trying another turnaround, but can they do it in time and properly?
  27. 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.
  28. EMC Misses 3Q Estimates - Analyst Blog

    October 24, 2012
    EMC Corp. (EMC) reported sluggish third quarter 2012 results, with earnings (including stock-based compensation expense of ...
  29. Stock Market News for October 23, 2012 - Market News

    October 23, 2012
    Benchmarks rebounded from a heavy slump in the final hour of trading and finished with paltry gains on Monday. The Dow and ...
  30. 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.
  31. IBM's Butterfly Buy Boosts Storage - Analyst Blog

    September 27, 2012
    In a bid to diversify its storage solutions portfolio, International Business Machines Corp. (IBM) has acquired Butterfly ...
  32. 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 ...
  33. Lenovo's Margins Are Slim, But The Stock Looks Cheap

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

    August 18, 2012
    NetApp may be flawed, but isn't it better than this?
  35. Upcoming Technology Events You Should Know This Week

    July 31, 2012
    Upcoming Technology Events You Should Know This Week.
  36. Earnings Preview: BMC Inc. - Analyst Blog

    July 30, 2012
    BMC Inc. (BMC) is scheduled to announce its fourth quarter 2012 results on May 9, 2012 and we do not see much variation in ...
  37. Rumors Roil VMware

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

    July 9, 2012
    Xyratex serves as a bellwether for overall storage industry trends.
  39. Upcoming Technology Events You Need To Know About This Week

    July 3, 2012
    The lack of liquidity could exacerbate any surprisingly good or bad news, but generally shouldn't impact the tech space dramatically ...
  40. 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.
  41. Is It Demand Or Competition Troubling NetApp?

    May 25, 2012
    NetApp's surprising negative guidance raises a host of questions.
  42. 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
  43. New Products Need To Carry Juniper Back

    April 27, 2012
    Juniper is still struggling, but new products could reignite growth. If it can grow its free cash flow at a high single-digit ...
  44. With Iffy Momentum, IBM Looks Expensive

    April 19, 2012
    Popularity has made IBM shares a little too pricey. Should IBM match its trailing free cash flow growth rate over the next ...
  45. 4 Tech Titans Set to Tackle Earnings

    April 18, 2012
    Earnings reports from these four prominent tech companies will send important signals about the broader tech sector, and ...
  46. 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 ...
  47. 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 ...
  48. If You Bought These Stocks 20 Years Ago, You'd Be Filthy Rich

    March 14, 2012
    Count yourself lucky if you bought these stocks.
  49. 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.
  50. NetApp Puts Some Fears To Rest

    February 22, 2012
    NetApp is an undervalued growing No. 2 player in storage.
  51. 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.
  52. 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.
  53. 2011 In Review - Software Stagnates

    December 30, 2011
    Software had a down year, but many stocks outperformed.
  54. Oracle Shovels Coal On The IT Sector

    December 23, 2011
    Oracle is a technology bellweather and worth watching to take the temperature of the sector.
  55. Hewlett-Packard Presses The Reset Button

    November 25, 2011
    HP has a long road back. Turnaround stories are often best when the circumstances look worst.
  56. Brocade Has More To Prove

    November 23, 2011
    Brocade took a step forward, but it's just one step.
  57. A Stumble For NetApp Isn't A Disaster

    November 21, 2011
    NetApp's setback is not a reason to ignore some real value and growth prospects.
  58. Cavium Should Be Bottoming Out

    November 1, 2011
    Cavium's going through a customer inventory transition, but the growth story should come back soon.
  59. Beware Of The Undertow At Riverbed

    October 24, 2011
    Riverbed had a good quarter, but this strength may not be sustainable. Investors should be cautious.
  60. Lukewarm Performance At IBM

    October 21, 2011
    IBM had a mixed quarter, but it remains one of the top-quality names in tech.
  61. Xyratex Readies For The Next Upturn

    October 6, 2011
    Xyratex is conservatively managed and, despite third-quarter losses, the stock is favorably positioned for the next industry ...
  62. Hewlett-Packard Still Can't Get It Right

    September 26, 2011
    The board changes CEOs again, and makes another questionable decision.
  63. Hewlett-Packard's Efforts To Be Big Blue Leave Some Bruises

    August 19, 2011
    Hewlett-Packard has given investors a lot to swallow, and the market is spitting most of it out.
  64. A Late Quarter Stumble Trips Up NetApp

    August 18, 2011
    NetApp's long-term growth potential should be enough to get it past this quarter's setbacks.
  65. Dell Deep In Value, But Does Anyone Care?

    August 17, 2011
    Dell's performance is not great, but the valuation is dismal.
  66. Big Blue Still Making The Green

    July 21, 2011
    IBM continues to offer investors a good way to play broad tech trends.
  67. Cisco Waves A White Flag

    July 21, 2011
    Cisco's layoffs are not going to fix what really ails the company.
  68. No Rain From This Cloud

    June 9, 2011
    In the long term, cloud computing may become one of the biggest tech trends of all time.
  69. 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.
  70. Brocade Moves Two Steps Forward, One And A Half Back

    May 26, 2011
    Brocade has potential, but will have to execute before investors buy in.
  71. Worries About Tomorrow Sink Hewlett-Packard Today

    May 19, 2011
    Hewlett Packard may be cheap, but the company also seems to lack a plan for real growth.
  72. Does Symantec Have A Next Act?

    May 16, 2011
    Symantec has stabilized its business, but future growth seems uncertain.
  73. Signings A Small Thorn In IBM's Paw

    April 25, 2011
    IBM is still an appealing name for a less-risky tech portfolio.
  74. Hewlett-Packard Primed For An Overreaction Trade

    February 25, 2011
    HP is getting hit hard after first quarter earnings, but there is still value in the shares.
  75. A Real Dell Dilemma

    February 18, 2011
    Dell deserves to be cheap, but perhaps not this cheap.
  76. NetApp Down But Far From Out

    February 18, 2011
    NetApp broke its beat-and-raise streak, but the business continues to grow nicely.
  77. Riverbed Far From Dragging The Bottom

    January 31, 2011
    Riverbed didn't have a high-quality quarter, but the company continues to take share from its rivals.
  78. Double Trouble For Seagate Technology

    January 21, 2011
    Like so many of yesteryear's once-hot tech companies, Seagate trades at a rather undemanding valuation.
  79. F5 - Suddenly Valuation Matters Again

    January 21, 2011
    F5 is a fine company, but an excessive valuation will now come back to haunt it.
  80. IBM: Big, Blue, And Kinda Cheap

    January 20, 2011
    IBM is big and old, but hardly past the point of relevance.
  81. 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.
  82. Seagate Decides To Stay Public

    December 2, 2010
    With rumors of low-ball bids, Seagate takes itself off the auction block.
  83. Dell Tries To Buy A Brighter Future

    August 17, 2010
    DELL's acquisition spree reignite growth or just burn up value?
  84. How Microsoft Lost Its Mojo

    June 4, 2010
    Now that Apple has surpassed Microsoft, is there anything left in this software giant?
  85. Virtual Winner

    July 27, 2009
    Despite increasing competition, VMware should still hold its top spot in the virtualization software market.
  86. Short Sale Report Shows Shifting Bearish Sentiment

    June 17, 2009
    The bears seem to be tiring of raiding the financial sector, as it benefits from the governments bailout.
  87. IBM Stores Up For Next Acquisition

    April 21, 2009
    Acquisitions have been a major component of IBM's global growth strategy - a key reason why investors should keep an eye ...
  88. Boost Your Returns With Share Buybacks

    June 9, 2008
    Share repurchases are a great way to spot undervalued companies. Investors can reap sizable profits by coattailing these ...
  89. Logic For Sale (XLNX, ALTR, LSI)

    July 16, 2007
    Logic and programmable semiconductors are an indispensable part of design and manufacturing - a look at three mid-cap companies ...
  90. As Cheap as It's Going to Get (NTAP)

    March 19, 2007
    If Network Appliance's earnings don't catch the eye of investors, the company's cash flows should. Get the stock while it's ...
  91. 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 ...
  92. Lessons Learned From Qualcomm and EMC (QCOM, EMC)

    July 19, 2006
    Despite the factors identified in our earlier fundamental analysis, Qualcomm and EMC took different paths than expected.
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