EMC (NYSE: EMC )
has finally gotten some positive attention and investor interest, but
only because of the possibility that an activist investor will push
management in a strategic direction it has already said it does not wish
to go. Second-quarter results showed sequential improvement and share
gains in the core storage market, but EMC still has work left to do in
convincing investors that it has the right solutions for the next wave
in the market, and that VMware (NYSE: VMW ) is a critical part of the model.
Follow this link to the full article:
EMC Corporation Is Gaining Share, But Facing a Fight to Keep Its Business Model Intact
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