More on William Blair's downgrade of EMC (EMC -2.2%): Analyst Jason Ader says checks indicate EMC had trouble closing deals with large companies in Q4, something that will likely lead results to be in-line or below consensus. He's also worried about the threat posed by newer, more efficient technologies - many Internet/cloud companies have been eschewing traditional storage gear in favor of flash storage and commodity hardware. Oppenheimer and Craig-Hallum expressed concerns about EMC last week. NTAP -3.9%. BRCD -2%. ELX -1.8%. QLGC -1.7%.
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