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Topeka's Brian White is a fan of EMC's JV/reseller deal/tech partnership with Lenovo (LNVGY.PK),...

Topeka's Brian White is a fan of EMC's JV/reseller deal/tech partnership with Lenovo (LNVGY.PK), arguing Lenovo's clout will improve EMC's minimal presence in the growing Chinese storage market. (ed: IBM, H-P, and Huawei are formidable competitors here). Mizuho likes the deal's focus on mid-range solutions, which have been posting better growth for EMC than high-end gear. But as the unraveling of the Huawei/Symantec JV shows, not all such partnerships work out. (earlier)
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