Comments on Stock Market Bites: EMC - VMware up, EMC down

I concur with the previous writer, saying the tota...

2007-08-13T14:38:00.000-04:00

I concur with the previous writer, saying the total B $ 10.0 is already priced in emc.
Now its all up to vmw buyers to push Emc stock higher than 19.00 vis a vis believing that vmw is worth more than $ 28.00

Hmm - regarding previous post - EMC is only releas...

2007-08-12T17:17:00.000-04:00

Hmm - regarding previous post - EMC is only releasing 10% of VMW stock to IPO so 924 (~$1B) x 10 = $10B is correct.

could you (post - August 11, 2007 6:22 PM ) review...

2007-08-12T17:13:00.000-04:00

could you (post - August 11, 2007 6:22 PM ) review the calculation w/ me. It seems it is based on "IPO price ($10B total) of VMW". I thought the price is midpoint $28 X 33million shares = $924M ~ $1B Total? Also, my (mis?)understanding is that Intel has bought 9.5M (or $218M/$23/share) of VMW (Cisco bought $150M EMC, I thought, not VMW). Does that mean only about 33-10 = ~ 23m shares for rest of

Note to the above comment . . . I don't know who y...

2007-08-12T15:54:00.000-04:00

Note to the above comment . . . I don't know who you are, but your comment clearly exposes that you have no idea what you are talking about. This IPO is dangerous for the dumb. I suggest you stay away until you learn more . . . a lot more . . . about what you are doing.

the ipo is not factored in because they just prise...

2007-08-12T11:37:00.000-04:00

the ipo is not factored in because they just prised it. also if emc owns 90% of vmware then should emc stock price be atlease 90% of vmware's price?

EMC had run up too far too fast. The IPO price ($...

2007-08-11T18:22:00.000-04:00

EMC had run up too far too fast. The IPO price ($10B total) of VMW is already priced into EMC. EMC will rise only if VMW blows away all the predictions. Each $1B increase above the IPO price (approx $3 per share) in VMW theoretically adds 50 cents to the price of EMC. If VMW doubles, EMC goes up $4-5.

Recently fell below its 20 day MA which had been a...

2007-08-11T18:20:00.000-04:00

Recently fell below its 20 day MA which had been acting as support since April. Insiders & instituions have been dumping it. Only about 2% of float is short--won't get any help from short covering if shares continue to drop. Given the above and the negative mood of the market I'm puting this fundamentaly sound company on my watch list for a possible purchase at a later date and a lower price.

I really think that EMC just got dragged down with...

2007-08-11T15:59:00.000-04:00

I really think that EMC just got dragged down with the market this past week. I expect EMC to rise $1-3 by Wednesday. We will see...