VMW earnings after close on Monday

[makloda]

Down 19% AH. Timbeeeer.

 

[Warrior4g]

VMW literally getting raped. call the sex crimes unit.

 

[pumpanddumper]

Good, glad I didn't buy long this or EMC....get now get this back to IPO price ...and make a nice trade in the future.

 

[atticus]

Quote from Cutten:

EMC is cheap because of the embedded value. However, if you've seen this type of situation before (stodgy company owning a big chunk of a hot subsidiary), you'll know that the pricing inefficiency can last for a *long* time, sometimes several years, until there is some kind of corporate activity to sort out the value discrepancy.

In the meantime, the hot stock will provide the better % returns if it keeps going up. My solution is to own both.

Agreed. Look for buy-side 13D filings which mornally presage some activist-actions from hedge funds. It's only a matter of time until Barakett or Loeb start whining to EMC's board.

 

[ASusilovic]

Quote from atticus:

Agreed. Look for buy-side 13D filings which mornally presage some activist-actions from hedge funds. It's only a matter of time until Barakett or Loeb start whining to EMC's board.

I´d prefer LOEB. At least he has a very amusing way of writing sarcastic letters...

 

[stock777]

the more they pat themselves on the back in the CC the lower it goes.