Ben Hsu and Sangwon Kim

Buy at current price (~28 dollars) Sell at ~34 dollars

Last price: 28.32 52 week high/low: 17.10 – 28.73 Market cap: 58.42 B Beta: 1.00 P/E: 30.97 EPS: .91 Next earning report date: July 20th

   

EMC works in the field of IT (Information Technology) solutions

Provides data management services and virtualization of data centers

Two business segments Information Infrastructure Virtual Infrastructure

Provides software and hardware

Broad range of products Backup & Recovery IT Management Security Storage Etc… (

http://www.emc.com/products/index.htm) Products:

http://www.emc.com/products/index.htm

Overview: This sector of the company provides data storage solutions/software to enterprises Information storage

Symmetrix-data storage system Designed to consume less energy than alternative

systems Content management and archiving

Software that allows customers manage/manipulate data that is stored with EMC data storage

RSA information security Protects and secures data storage systems

Provides virtualization solutions to companies

VMware Owned primarily by EMC Products such as VMware Workstation

which allow for 1 physical machine to run multiple virtual machines

Software that allows for virtualization on Desktops, servers, etc.

Large stakes in: Data-domain

Back up recovery solutions VMware

Virtualization software Bus-tech

Allows storage systems to store and acquire backup data that’s on tape

NetWitness Security- Threat analysis solutions

Cloud computing is one of the fastest growing industries

High demand Explosive growth of data pushes need for cloud and

virtualization Cloud computing- refers to the provision of

computational resources on demand via a computer network, such as applications, databases, file services, email, etc.

“EMC helps customers make the journey to the private cloud through a sequence of steps”

Cloud services Online backup

Acquired Virginia based NetWitness Corporation ( April 2011) It will now operate under RSA (security division)

Avamar 6.0 “…enables a highly optimized, scalable and

consolidated recovery infrastructure.” Used by Loomis to redesign backup

infrastructure Strong Q1 results:

.24 earnings, up 20% from 2010 Q1

Hewlett-Packard Company Hitachi Data Systems Corporation International Business Machines

Corporation Edge over competitors

Subsidiaries Bullish trend Past earnings reports (~10%)

Extremely solid company and products Data management software always needed Clients are well known companies Increasingly technological world, IT is needed

Good “numbers” P/E and EPS Beta ~11% Net profit margin Bullish trend

Cloud the industry is booming, one example is Salesforce.com

Reason to buy- well rounded, solid company