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EMC Corporation Message Board

  • jimmyboy3385008 jimmyboy3385008 Jun 19, 2006 10:31 AM Flag

    Is EMC gonna put together a

    Software company that nobody really needs? I mean they donot have any in house killer products since they ran off moshe and every time they buy a software company the stock goes down , what the hell is going on? Any smart tech guys know what the hell is going on?

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    • The three women shouldn't have been standing so close to Zarqawi. Sometimes people standing too close to animals like that get hurt. It's dangerous being near them. Everybody knows it.

      The pros and cons of taking him dead or alive if given the choice, coupled with the chance of losing him trying to take him alive, were hashed out time and time again prior to justice being delivered.
      But thank you for worrying about that fine credit to humanity and those close to him.

    • This is true , too bad GWB ears are full of dried blood.

    • That's the problem when the Chairman of the Board also happens to be the CEO

    • software company?

      I'm a retired tech guy. I sold tech gear for 30 years. I competed with EMC with several different vendors (Sun, Hitachi, McData, etc.) (I even worked for EMC ...as an employee...for 2 days! They bought us, but they laid us all off!)

      In my opinion, Tucci is busy trying to get out of the hardware business - where the technology regularily turns high-margin inventions into low-margin commodities.

      I think he even stated once that EMC needed to get diversified into software, and away from sole reliance on hardware.

      But I also agree that many of the software products EMC is buying are far from mainstream stuff. These products might sell into a few small niches, but (IMO) don't appear to be the "killer applicaions" that will build a large revenue steam with a significant customer base and a large market share percentage.

      EMC has a lot of baggage typical of a large company. But if you look back at the last 30-40 years of the IT industry, almost all of the "Titans" are gone. Only IBM, Microsoft, HP and Intel are (currently) long term survivors.

      Where are these big computer manufactors?
      - Digital Equipment
      - Data General
      - Wang
      - Burroughs (and Sperry Univac) = Unisys
      - Control Data Corp.
      - Sun Microsystems (fading fast)
      - GE
      - Honeywell
      - Dell (also fading - selling commodities)

      Even EMC isn't immune to the march of technology as it continues to evolve from high-priced, whiz-bang gotta-have, and turns into no-margin, commodity "boxes" (ref: Dell, and most of the other PC makers!)

      So there's my explanation - from a tech guy's perspective.

      Oh yes - I did own EMC stock, but sold it when it dropped below $51.

    • JB, you are asking the questions that I and the people with whom I invest have been asking for several months. Another good question is why is tucci spending money to buy and also spending 2 billion over last year and this year on r&d?

    • No.Better to sell out for now and sleep better at night.Maybe buy back in the 10's.A bit below new fair market value.

 
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