EMC

We recently completed the sale of our position in EMC from the portfolio.  The company’s was quickly approaching our estimate of fair value at the same time we were beginning to increasingly question the company’s long term strategy in a very competitive marketplace.   In December, we attended the Gartner Datacenter Conference in Las Vegas. … Read more

EMC provides products and services that allow customers to take advantage of cloud computing, and provide them the means to unlock the value of big data in a safe and secure way. EMC manages their business under two large umbrellas: Information Infrastructure and VMware Virtual Infrastructure. Recently we looked at how the market views the … Read more

We initiated a small position in EMC not long ago in May. EMC is a company that capitalizes on the growing demand for data storage. Measured in gigabytes, storage will grow by 40% this year and 40% next year, primarily driven by growth in enterprise and cloud computing demand. There are very few opportunities in … Read more

EMC Corporation, together with its subsidiaries, develops, delivers, and supports information infrastructure and virtual infrastructure technologies, solutions, and services. The company offers enterprise storage systems and software deployed in storage area networks (SAN), networked attached storage (NAS), unified storage combining NAS and SAN, object storage, and/or direct attached storage environments, as well as provides backup … Read more