I feel better getting out at 32 when Georgens got the boot, even though I bought at 30 and had shares parked here way too long. Should have got out when you did when it was in the 40s. I have no confidence in Kurian (he's a networking guy from Cisco, unlike Georgens who storage through and through), and so far Kurian has appeared to be in waayyy over his head. Wonder how long he will last.
The last thing EMC needs is an even broader portfolio of offerings that compete against one another. If the stock drops low enough, I still like the idea of Dave Hitz taking it private again (remember this is still a profitable cash rich company even though revenues have shrunk from a high water mark of 6+ bil a few years ago to 5 and change currently). Among potential buyers, I still think Microsoft may be the best fit--Openstack can provide an application to storage environment via Ceph; Microsoft should be looking at doing the same (just build ONtap into Windows Server ). Don't think it's going to happen. But it makes more sense than any other buyer I can think of.
While Q4 was a little off compared to estimates, fiscal Q1 guidance (.34 on the low end) was below the lowest street estimates. I suspect it is going to take a beating in after hours. There just doesn't seem to be any positives here.