Jesper

EMC Corporation: A Bellwether Bargain

I believe EMC holds 32.5 million shares of VMW, or "just" 8.5% of the shares outstanding, not 85% as stated. This makes EMC's stake worth $2.5 billion with VMW at $77.53.

I like EMC, but the value of their VMW holdings are overstated by a factor of 10 in this article (and everywhere else)!

I use VMWare and like it a lot. It actually works, which is more than I can say for most software (I'm a programmer).

VMWare will capitalize on the fact that it can save businesses billions of dollars on hardware. Spending $200 on VMWare is better than getting Microsofts virtual machine for free! That should tell you something about how good a product they have.