Owning Cypress Over SunPower Makes Sense; EMC Over VMware Doesn't [View article]
You assume the value of EMC and CY depend on their 2007 gross revenues. Alot more is at work. EMC has an operating margin of 12 while CY has less than 1. EMC is a better company stand alone to CY.
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You assume the value of EMC and CY depend on their 2007 gross revenues. Alot more is at work. EMC has an operating margin of 12 while CY has less than 1.
Feb 01 14:30 pm
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All Comments by Stephen Rosenman »Owning Cypress Over SunPower Makes Sense; EMC Over VMware Doesn't [View article]
EMC is a better company stand alone to CY.