EMCs CEO Discusses Q4 2013 Results - Earnings Call Transcript

Jan. 29, 2014 12:02 PM ETDell Technologies Inc. (DELL)
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EMC Corporation (EMC) Q4 2013 Earnings Call January 29, 2014 8:30 AM ET


Tony Takazawa - Vice President, Global Investor Relations.

Joe Tucci - Chairman of the Board, Chief Executive Officer

David Goulden - Chief Executive Officer - EMC Information Infrastructure


Amit Daryanani - RBC Capital Markets

Alex Kurtz - Sterne Agee

Keith Bachman - Bank of Montreal

Shebly Seyrafi - FBN Securities

Brian Marshall - ISI Group

Kulbinder Garcha - Credit Suisse

Ben Reitzes - Barclays

Scott Craig - Bank of America Merrill Lynch


Good morning and welcome to the EMC Q4 2013 Earnings Conference Call. All parties are in a listen-only mode until the question-and-answer portion of today's call. As a reminder, this conference is being recorded. If you have any objections, you may disconnect at this time.

I would like to introduce your host, Mr. Tony Takazawa, VP of Global Investor Relations of EMC. Thank you. You may begin.

Tony Takazawa

Thank you. Good morning. Welcome to EMC's call to discuss our financial results for the fourth quarter and year 2013. Today, we are joined by EMC Chairman and CEO, Joe Tucci and David Goulden, EMC's CFO and CEO of the EMC Information Infrastructure business.

Joe will begin our discussion with his view of the trends happening in IT, EMC's vision and strategy and how the EMC federation is managing the transition to the third platform.

David will then make a few comments on our results and provide a bit more color and detail around the factors contributing to our results. He will also discuss our outlook for the year 2014. After the prepared remarks, we will then open up the lines to take your questions.

We are providing you with our projected financial model for 2014. This model lays out the key assumptions and

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