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bleengrue 5 posts  |  Last Activity: May 25, 2016 5:24 PM Member since: Dec 19, 2009
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  • Reply to

    Guidance below street low end

    by bleengrue May 25, 2016 4:27 PM
    bleengrue bleengrue May 25, 2016 5:24 PM Flag

    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.

  • Reply to

    Guidance below street low end

    by bleengrue May 25, 2016 4:27 PM
    bleengrue bleengrue May 25, 2016 5:10 PM Flag

    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.

  • Reply to

    Loss for the quarter !

    by jdpack2000 May 25, 2016 4:19 PM
    bleengrue bleengrue May 25, 2016 4:24 PM Flag

    No, everyone knew that was coming, it was in the guidance (layoff payouts).

  • bleengrue by bleengrue May 25, 2016 4:18 PM Flag

    1.38 rev, vs. street est of 1.4; .55 per share vs .57 earnings whisper number.

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