Comments on Ronit Bhattacharyya's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/ronit-bhattacharyya/articles http://seekingalpha.com/article/50654-the-short-case-on-vmware?source=feed#comment-113485 113485 Tue, 29 Jan 2008 15:00:02 -0500 http://seekingalpha.com/article/50654-the-short-case-on-vmware?source=feed#comment-113418 113418 Tue, 29 Jan 2008 11:01:33 -0500 http://seekingalpha.com/article/57056-a-good-reason-not-to-invest-in-halliburton-kbr?source=feed#comment-105261 105261 Thu, 13 Dec 2007 19:35:34 -0500 http://seekingalpha.com/article/57056-a-good-reason-not-to-invest-in-halliburton-kbr?source=feed#comment-105124 105124 Thu, 13 Dec 2007 00:37:41 -0500 http://seekingalpha.com/article/57056-a-good-reason-not-to-invest-in-halliburton-kbr?source=feed#comment-105025 105025 Wed, 12 Dec 2007 12:41:34 -0500 http://seekingalpha.com/article/57056-a-good-reason-not-to-invest-in-halliburton-kbr?source=feed#comment-105010 105010 Wed, 12 Dec 2007 11:10:20 -0500 http://seekingalpha.com/article/57056-a-good-reason-not-to-invest-in-halliburton-kbr?source=feed#comment-104996 104996 Wed, 12 Dec 2007 09:06:43 -0500 http://seekingalpha.com/article/50654-the-short-case-on-vmware?source=feed#comment-99370 99370 Mon, 22 Oct 2007 15:56:54 -0400
From his original post:
"Much the same analysis applies, in my opinion, to EMC's spinoff of VMW. The market cap of VMW is now $38.89 billion. However, EMC owns around 86% of VMW. The implied valuation of EMC's stake in VMW is therefore: 86/14 * 38.89 = $238.9 billion. EMC's current market cap stands at $47.99 billion. In effect, the value of EMC's stake in VMW is $191 billion greater than the total market capitalization of EMC. It is as if all of EMC's other assets are worth a negative $191 billion."



]]> http://seekingalpha.com/article/50654-the-short-case-on-vmware?source=feed#comment-99323 99323 Mon, 22 Oct 2007 07:48:11 -0400