EMC Corporation (EMC)

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EMC Corporation (EMC)

• Ben Hsu and Sangwon Kim

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Recommendation

• Buy at current price (28 dollars)
• Sell at 34 dollars

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Stock Quote

• Last price 28.32
• 52 week high/low 17.10 28.73
• Market cap 58.42 B
• Beta 1.00
• P/E 30.97
• EPS .91
• Next earning report date July 20th

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6 month graph
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Forecast (CNN)
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Analyst Recommendation (CNN)
 
 
 
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Description

• EMC works in the field of IT (Information
  Technology) solutions
• Provides data management services and
  virtualization of data centers
• Two business segments
• Information Infrastructure
• Virtual Infrastructure
• Provides software and hardware

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Client List
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Product Overview

• Broad range of products
• Backup Recovery
• IT Management
• Security
• Storage
• Etc (http//www.emc.com/products/index.htm)
• Products http//www.emc.com/products/index.htm

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Information Infrastructure

• Overview This sector of the company provides
  data storage solutions/software to enterprises
• Information storage
• Symmetrix-data storage system
• Designed to consume less energy than alternative
  systems
• Content management and archiving
• Software that allows customers manage/manipulate
  data that is stored with EMC data storage
• RSA information security
• Protects and secures data storage systems

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VMware Virtual Infrastructure

• Provides virtualization solutions to companies
• VMware
• Owned primarily by EMC
• Products such as VMware Workstation which allow
  for 1 physical machine to run multiple virtual
  machines
• Software that allows for virtualization on
  Desktops, servers, etc.

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Subsidiaries

• Large stakes in
• Data-domain
• Back up recovery solutions
• VMware
• Virtualization software
• Bus-tech
• Allows storage systems to store and acquire
  backup data thats on tape
• NetWitness
• Security- Threat analysis solutions

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Moving to the Cloud

• Cloud computing is one of the fastest growing
  industries
• High demand
• Explosive growth of data pushes need for cloud
  and virtualization
• Cloud computing- refers to the provision of
  computational resources on demand via a computer
  network, such as applications, databases, file
  services, email, etc.
• EMC helps customers make the journey to the
  private cloud through a sequence of steps
• Cloud services
• Online backup

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Recent news

• Acquired Virginia based NetWitness Corporation (
  April 2011)
• It will now operate under RSA (security division)
• Avamar 6.0
• enables a highly optimized, scalable and
  consolidated recovery infrastructure.
• Used by Loomis to redesign backup infrastructure
• Strong Q1 results
• .24 earnings, up 20 from 2010 Q1

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Competitors

• Hewlett-Packard Company
• Hitachi Data Systems Corporation
• International Business Machines Corporation
• Edge over competitors
• Subsidiaries
• Bullish trend
• Past earnings reports (10)

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Overview

• Extremely solid company and products
• Data management software always needed
• Clients are well known companies
• Increasingly technological world, IT is needed
• Good numbers
• P/E and EPS
• Beta
• 11 Net profit margin
• Bullish trend
• Cloud the industry is booming, one example is
  Salesforce.com
• Reason to buy- well rounded, solid company