EMC Corp

EMC-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about EMC-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 25, 2007
Technology sector has had big bounce and he doesn't own any right now. Hedge funds have become involved. This one is a dominant player in the storage business. Trades at around 22 X earnings. Very competitive marketplace.
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EMC Corp (EMC-N)
January 25, 2007
Technology sector has had big bounce and he doesn't own any right now. Hedge funds have become involved. This one is a dominant player in the storage business. Trades at around 22 X earnings. Very competitive marketplace.
WEAK BUY
WEAK BUY
December 6, 2006
Outlook is respectable. Probably getting close to fair value. Decent entry point for a long-term Hold. Big partner with Dell (DELL-Q) and as long as Dell continues to expand it should continue to do well.
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EMC Corp (EMC-N)
December 6, 2006
Outlook is respectable. Probably getting close to fair value. Decent entry point for a long-term Hold. Big partner with Dell (DELL-Q) and as long as Dell continues to expand it should continue to do well.
DON'T BUY
DON'T BUY
July 12, 2006
As a rule, he doesn't buy stocks that are falling in price. A lot of the technology stocks are getting cheaper, but may not be cheap enough.
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EMC Corp (EMC-N)
July 12, 2006
As a rule, he doesn't buy stocks that are falling in price. A lot of the technology stocks are getting cheaper, but may not be cheap enough.
BUY WEAKNESS
BUY WEAKNESS
July 10, 2006
Had to go through a big transition post-bubble so they partnered with Dell (DELL-Q) who distributes a lot of their storage devices. Likes it below $10. Storage market will continue to grow.
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EMC Corp (EMC-N)
July 10, 2006
Had to go through a big transition post-bubble so they partnered with Dell (DELL-Q) who distributes a lot of their storage devices. Likes it below $10. Storage market will continue to grow.
DON'T BUY
DON'T BUY
June 15, 2006
Likes management, the business and their market. Has not found it that compelling from a valuation point of view. Would be very interested below $10.
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EMC Corp (EMC-N)
June 15, 2006
Likes management, the business and their market. Has not found it that compelling from a valuation point of view. Would be very interested below $10.
HOLD
HOLD
May 24, 2006
A solid company in storage and has great opportunity. A good environment.
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EMC Corp (EMC-N)
May 24, 2006
A solid company in storage and has great opportunity. A good environment.
PAST TOP PICK
PAST TOP PICK
May 10, 2006
(A Top Pick Feb 27/06. No change.) Still likes.
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EMC Corp (EMC-N)
May 10, 2006
(A Top Pick Feb 27/06. No change.) Still likes.
TOP PICK
TOP PICK
April 27, 2006
He sees his portfolios morphing more into the technology world. He has a model price of $18.90 that is a positive differential of 38%.
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EMC Corp (EMC-N)
April 27, 2006
He sees his portfolios morphing more into the technology world. He has a model price of $18.90 that is a positive differential of 38%.
HOLD
HOLD
February 9, 2006
In the data storage business. Likes this as a long-term hold. Likes the core business on a macro level. Has a lot of competition. Reasonably valued and continues to grow.
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EMC Corp (EMC-N)
February 9, 2006
In the data storage business. Likes this as a long-term hold. Likes the core business on a macro level. Has a lot of competition. Reasonably valued and continues to grow.
TOP PICK
TOP PICK
February 7, 2006
His model price is $17.76. That is a 32% positive differential.
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EMC Corp (EMC-N)
February 7, 2006
His model price is $17.76. That is a 32% positive differential.
BUY
BUY
July 13, 2005
Of the technology companies in the US, one of the shining lights right now is the memory/data storage business.
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EMC Corp (EMC-N)
July 13, 2005
Of the technology companies in the US, one of the shining lights right now is the memory/data storage business.
HOLD
HOLD
January 20, 2005
Going through a transition moving away from making large hardware platforms in storage to becoming more of a software company. Has done a good job of acquisitions for this. They still have underlying competition in storage which can result in loss of market share occasionally. Good company.
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EMC Corp (EMC-N)
January 20, 2005
Going through a transition moving away from making large hardware platforms in storage to becoming more of a software company. Has done a good job of acquisitions for this. They still have underlying competition in storage which can result in loss of market share occasionally. Good company.
DON'T BUY
DON'T BUY
January 18, 2005
Model price is around $14. Fully priced.
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EMC Corp (EMC-N)
January 18, 2005
Model price is around $14. Fully priced.
SELL
SELL
January 12, 2005
Storage has been a good space in technology, but not necessarily a good place to invest. Although it recovered very nicely from the tech bear, they are tailing off again. Will be difficult for them to keep up its growth rate.
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EMC Corp (EMC-N)
January 12, 2005
Storage has been a good space in technology, but not necessarily a good place to invest. Although it recovered very nicely from the tech bear, they are tailing off again. Will be difficult for them to keep up its growth rate.
BUY
BUY
November 10, 2004
Very volatile. Likes. Fundamentals are quite good. Demand for storage is good. Likes their partnership with Dell.
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EMC Corp (EMC-N)
November 10, 2004
Very volatile. Likes. Fundamentals are quite good. Demand for storage is good. Likes their partnership with Dell.
Showing 31 to 45 of 144 entries