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 Technology Stocks | EMC How high can it go?

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To: JDN who wrote (16922)2/8/2007 10:47:36 PM
From: jcmoore   of 17175
 
I don't understand the value of this 10% IPO to current EMC shareholders. If it doesn't enhance the EMC shareholder; why the sudden run-up on the announcement? Surely the Goldman Sach's buy recommendation isn't worth a 6% single day move in the shares.

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To: jcmoore who wrote (16924)2/8/2007 11:33:26 PM
From: ewolf   of 17175
 
they are funding vmware expansion while maintaining control. They say they will return part of the cost of vmware purchase to shareholders. wall street likes the shifting of assets--money--Emc has been viewed as stale financially. this helps to change that perception.

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To: jcmoore who wrote (16924)2/9/2007 6:26:18 AM
From: JDN   of 17175
 
I am thinking the IPO indicates the true value of the asset?? If it is so, then the 90% EMC still has is quite valuable. jdn

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To: JDN who wrote (16926)2/9/2007 7:50:53 AM
From: Bread Upon The Water   of 17175
 
Yes, if you are correct. But the q is how much hot air is lifting the IPO or was the price set artificially high.

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To: Bread Upon The Water who wrote (16927)2/9/2007 9:21:01 AM
From: JDN   of 17175
 
Damned if I know. I just happen to think EMC is a great company, with a great product, decent management and financially secure. With those facts in hand, I just hang on and HOPE. jdn

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To: JDN who wrote (16928)2/9/2007 11:19:15 AM
From: Bread Upon The Water   of 17175
 
I basically agree and think 25 is possible within 3 years.

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From: JakeStraw2/9/2007 12:02:30 PM
   of 17175
 
Deleted

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To: JakeStraw who wrote (16930)2/9/2007 3:04:43 PM
From: jcmoore   of 17175
 
This is what Businessweek thinks:

EMC wants to exploit companies' appetite for so-called virtualization by selling 10% of VMware's shares in an initial public offering planned for June or July. If successful, the IPO could generate cash for future growth, give EMC 90% ownership in a new company worth perhaps $10 billion, and help EMC boost the price of its own shares by buying back more stock.

Article link: businessweek.com 

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From: JakeStraw2/14/2007 11:53:55 AM
   of 17175
 
EMC Spends for Security
fool.com 

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To: jcmoore who wrote (16931)3/4/2007 12:14:52 PM
From: goldbarry   of 17175
 
This just reinforces the objective of creating as much added value with software. The tight integration of software and hardware with its consequent ease of use is very appealing to customers.

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