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Fri Jan 11th 23:42 PM | Rating: 0 0
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EMC Corporation: A Bellwether Bargain

I can't even imagine VMW=$40 (which would be under the IPO price) the way Microsoft butchered Virtual PC and couldn't get that to run faster. I can't see real enterprise business customers using anything other than VMW for at least a couple of years. EMC should be trading at $20 which is 25% under true value.
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