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Excerpt from Barron's Weekly Magazine. Receive all our excerpts by signing up here:

PLUGGED IN: EMC Goes on the Offensive by Mark Veverka

Summary: When storage giant EMC Corp. (NYSE:EMC) bought email security vendor RSA 1/2 year ago, Wall Street's reaction was luke warm. Investors complained that storage and security-token authentication were incompatible. At this week's "RSA Conference" in San Francisco EMC is expected to do its best to demonstrate the two companies' integration is coming along faster and cleaner than investors expected. EMC, it's speculated, will unveil a line of its high-end Symmetrix storage arrays with RSA's authentication systems pre-loaded. This is a big deal for companies that operate PC centers to which numerous IP, maintenance and service providers need access -- but not to the storage arrays. Built-in authentication provides an extra line of defense. Shares dropped as low as $9.44, but have bounced back near early-year highs of $14.5.
Related Links: EMC: Possible Loser in Dell’s CEO Change, Goldman SaysEMC Corp's Revenue Miss Raises Questions About its Acquisition of RSA SecurityCEOs Discuss the Storage Market: EMC, QLogic, Seagate, Agere, Sun MicrosystemsEMC Q4 2006 Earnings Call Transcript

EMC 04 02 2007

Source: EMC Has Authentic Value - Barron's