| SELL | 15.540 | Duncan Stewart | (Market Call Minute.) Love them as a company but unfortunately they own too many shares of VMware (VM-N), which is going to get crushed in the back half of this year. | 2008-04-25 | |
| TOP PICK | 18.450 | Ron Meisels | Information technology stock. This is the one that gives the largest base. It had a big breakout and is now sitting dead on the 200 day moving average. Does not have a stoploss on this stock. Doesn't see it going below $15. | 2007-11-23 | |
| BUY | 21.810 | Hap (Robert) Sneddon FCSI | The on-balance volume, relative strength and moving averages all paint a very positive picture. MACD has turned up recently. Relative strength is around 65 or 70, which says that it has not been too overbought. | 2007-10-09 | |
| BUY | 19.050 | Brendan Caldwell | Data storage. A technology infrastructure play. Feels it can have a considerable run from where it is. | 2007-07-24 | |
| BUY | 15.570 | Pat Naccarato B.Math, MBA,CFA | The leader in storage, which is one of the fastest-growing areas in technology. Stock has been moving up nicely. Should continue to do well going forward. | 2007-04-26 | |
| WEAK BUY | 13.530 | Peter Hofstra | Storage space is a great sector. He owns Dell (DELL-Q), which is in partnership with EMC. This is probably a decent buy, but not a screaming one. | 2007-03-22 | |
| DON'T BUY | 9.800 | John O'Connell, CFA | Technology sector has had big bounce and he doesn't own any right now. Hedge funds have become involved. This one is a dominant player in the storage business. Trades at around 22 X earnings. Very competitive marketplace. | 2007-01-25 | |
| WEAK BUY | 13.410 | Peter Hofstra | Outlook is respectable. Probably getting close to fair value. Decent entry point for a long-term Hold. Big partner with Dell (DELL-Q) and as long as Dell continues to expand it should continue to do well. | 2006-12-06 | |
| DON'T BUY | 10.090 | David Burrows | As a rule, he doesn't buy stocks that are falling in price. A lot of the technology stocks are getting cheaper, but may not be cheap enough. | 2006-07-12 | |
| BUY on WEAKNESS | 10.410 | Peter Hofstra | Had to go through a big transition post-bubble so they partnered with Dell (DELL-Q) who distributes a lot of their storage devices. Likes it below $10. Storage market will continue to grow. | 2006-07-10 | |
| DON'T BUY | 12.020 | Peter Hofstra | Likes management, the business and their market. Has not found it that compelling from a valuation point of view. Would be very interested below $10. | 2006-06-15 | |
| HOLD | 12.400 | Howard Sutton | A solid company in storage and has great opportunity. A good environment. | 2006-05-24 | |
| PAST TOP PICK | 12.730 | Brian Acker, CA | (A Top Pick Feb 27/06. No change.) Still likes. | 2006-05-10 | |
| TOP PICK | 13.700 | Brian Acker, CA | He sees his portfolios morphing more into the technology world. He has a model price of $18.90 that is a positive differential of 38%. | 2006-04-27 | |
| HOLD | 13.400 | Howard Sutton | In the data storage business. Likes this as a long-term hold. Likes the core business on a macro level. Has a lot of competition. Reasonably valued and continues to grow. | 2006-02-09 | |
| TOP PICK | 13.350 | Brian Acker, CA | His model price is $17.76. That is a 32% positive differential. | 2006-02-07 | |
| BUY | 14.570 | David Burrows | Of the technology companies in the US, one of the shining lights right now is the memory/data storage business. | 2005-07-13 | |
| HOLD | 13.160 | Ian Ainsworth | Going through a transition moving away from making large hardware platforms in storage to becoming more of a software company. Has done a good job of acquisitions for this. They still have underlying competition in storage which can result in loss of market share occasionally. Good company. | 2005-01-20 | |
| DON'T BUY | 13.900 | Brian Acker, CA | Model price is around $14. Fully priced. | 2005-01-18 | |
| SELL | 13.830 | David Burrows | Storage has been a good space in technology, but not necessarily a good place to invest. Although it recovered very nicely from the tech bear, they are tailing off again. Will be difficult for them to keep up its growth rate. | 2005-01-12 | |
| BUY | 12.570 | Brad Willock | Very volatile. Likes. Fundamentals are quite good. Demand for storage is good. Likes their partnership with Dell. | 2004-11-10 | |
| HOLD | 10.600 | Reza Samahin | Clearly the leader in high-end storage. Fairly priced at this point. A good long-term hold. | 2004-08-19 | |
| BUY | 11.130 | Bob Stodgell | Recently made a good acquisition. This sector is very important. May be a little rich, but if you are comfortable in the valuations of techs generally, you'll probably do alright. | 2004-05-13 | |
| BUY | 11.270 | Ian Nakamoto | An excellent company. As NASDAQ turns around, this company will be swept up. | 2004-05-07 | |
| DON'T BUY | 12.440 | Glenn Paradis, BA, CFA | Moving out of storage and into information guidance and have met with fairly reasonable success. Stock has had a fairly big move. Has moved too far, too fast. | 2004-04-22 | |
| BUY | 12.770 | Paul O'Neil | Using Dell to distribute their storage product Clarion and that has been a success. Transforming into software. | 2004-03-19 | |
| DON'T BUY | 14.270 | Matt Barasch | Not cheap. Would like to see something fundamentally before getting interested at these levels. | 2004-02-19 | |
| WEAK BUY | 14.010 | Brad Willock | The leading company in storage. Recently bought. They have Dell as a partner. The stock is not cheap | 2004-02-10 | |
| BUY | 15.160 | Bob Stodgell | The long-term trends are good for companies such as this. Short-term there will be quite a bit of volatility. | 2004-01-15 | |
| DON'T BUY | 13.910 | Howard Sutton | Trying to get into the software side where the margins are larger. Fully valued. | 2004-01-06 | |
| BUY on WEAKNESS | 13.610 | Paul O'Neil | Very expensive. Buy on a pullback. | 2003-09-08 | |
| DON'T BUY | 10.930 | Ross Healey | Analysts see a fair market value of $7. Running on hope and fumes. | 2003-07-10 | |
| DON'T BUY | 10.440 | John Zechner | Storage sector looks OK, but not high on business's priorities. Losing market share. | 2003-06-11 | |
| DON'T BUY | 9.090 | Paul O'Neil | A world class company. Has a phenomenal balance sheet.Has $2.50 per share in cash. In a transition stage now. Gross margins will be less. | 2003-04-30 | |
| DON'T BUY | 9.040 | Brad Willock | Fully valued and may be too expensive. Has a good partnership. | 2003-04-22 | |
| BUY | 7.700 | David Burrows | Storage technology has improved. Volatile. | 2003-01-13 | |
| WEAK BUY | 6.000 | John Sinkins, CFA | Will be choppy in the short term. Long term likes the company. | 2002-12-18 | |
| DON'T BUY | 5.050 | Glenn Paradis, BA, CFA | Reasonable price, but will have issues for the next year. | 2002-10-24 | |
| DON'T BUY | 5.710 | David Burrows | Companies are not spending on storage. | 2002-09-24 | |
| DON'T BUY | 7.020 | Arthur Heinmaa | Still in transition. Wait and see. | 2002-08-29 | |
| DON'T BUY | 6.830 | David Burrows | | 2002-07-26 | |
| BUY | 7.670 | Howard Sutton | Has been hurt by competition on the storage side, so is moving successfully into the software side. | 2002-07-09 | |
| HOLD | 6.810 | Brendan Caldwell | Will survive. | 2002-07-02 | |
| DON'T BUY | 6.500 | David Driscoll | Solid balance sheet. No debt. FMV = $3.50. | 2002-06-25 | |
| DON'T BUY | 7.660 | Paul O'Neil | Economically sensitive so customers are not buying. | 2002-05-27 | |
| DON'T BUY | 7.970 | Ross Healey | Has a long way to drop yet. | 2002-05-23 | |
| DON'T BUY | 7.700 | David Baskin | A lot of competition. No visibility of profits. | 2002-05-06 | |
| WEAK BUY | 9.510 | John Zechner | Valuation is high. One of the key growth areas in software. | 2002-04-24 | |
| DON'T BUY | 10.790 | Brad Willock | Good company, but has some big competition. | 2002-04-19 | |
| BUY | 11.710 | John Sinkins, CFA | Storage is looking better. A good time to start picking it up. | 2002-04-04 | |
| DON'T BUY | 11.710 | Arthur Heinmaa | Prospects are not great and it is expensive. | 2002-04-04 | |
| DON'T BUY | 11.420 | Robert McWhirter | Still a struggle. Low rankings. Too expensive. | 2002-03-01 | |
| DON'T BUY | 11.350 | Ian Nakamoto | Very good company, but valuation is too high. | 2002-02-27 | |
| DON'T BUY | 13.200 | Robert McWhirter | Has a lot of competition, so margins are under pressure. | 2002-02-20 | |
| BUY | 14.490 | John Sinkins, CFA | Likes this sector. Should do well over the next couple of years. | 2002-02-13 | |
| DON'T BUY | 15.040 | Paul O'Neil | Competition eating into their market. Slow growth. | 2002-02-11 | |
| BUY | 14.560 | Howard Sutton | Storage is a growing sector. Very compatitive. Refocusing on the software side. @ $12/13. | 2002-01-23 | |
| BUY | 14.630 | John Zechner | Likes the storage sector. | 2002-01-22 | |
| DON'T BUY | 17.370 | David Driscoll | Data storage is good, but there's now too much competition. Too expensive. | 2002-01-09 | |
| BUY on WEAKNESS | 16.600 | Neil Murdock | Likes the storage sector, but a difficult sector now. Too much competition. | 2002-01-07 | |
| DON'T BUY | 13.760 | Howard Sutton | A lot of competition has created lower margins. | 2001-12-20 | |
| DON'T BUY | 16.300 | Paul O'Neil | Competition is undercutting them. | 2001-12-12 | |
| DON'T BUY | 17.170 | Arthur Heinmaa | Overvalued. Too much competition. | 2001-12-07 | |
| DON'T BUY | 15.900 | Arthur Heinmaa | A good growth sector. Has too many competitors. | 2001-11-23 | |
| BUY | 16.330 | Brian Acker, CA | Has broken through indicating its back. | 2001-11-16 | |
| DON'T BUY | 14.500 | David Driscoll | Wait for the techs to recover. | 2001-11-05 | |
| DON'T BUY | 12.010 | Neil Murdock | Storage area is a great growth business over the long term. This is presently the leader in this sector, but prefers some others that are cheaper. | 2001-10-30 | |
| BUY | 11.510 | Arthur Heinmaa | At a good price and storage will grow. | 2001-10-19 | |
| DON'T BUY | 11.510 | Steven Wippersteg | Last quarter was a disappointment. Needs a turnaround in earnings. | 2001-10-19 | |
| BUY | 13.100 | John Sinkins, CFA | Likes the company. Some competition in the storage sector. Expects it to grow over the next 12 months. | 2001-10-15 | |
| BUY | 12.260 | John McColl | Industry leader in storage, but there has been an increase in competitive alternatives. At a good price. | 2001-10-10 | |
| DON'T BUY | 12.750 | Mark Jackson, CFA | Storage space is good, but having big difficulties on their end markets. | 2001-10-09 | |
| DON'T BUY | 11.890 | Gordon Higgins, CA, MBA, CFA | May have already seen its growth re World Trade Center disaster. Expensive. | 2001-09-27 | |
| DON'T BUY | 12.850 | Glenn Paradis, BA, CFA | Likes storage business, but prefers Veritas or Q Logic. In a transition from hardware to software model. Increased competition. | 2001-09-24 | |
| BUY | 15.460 | David Baskin | Not a bad entry point. Good company. Has real assets. | 2001-08-31 | |
| DON'T BUY | 16.280 | John Sinkins, CFA | Data storage will have to wait for tech recovery. Good company. | 2001-08-29 | |
| WAIT | 15.500 | David Driscoll | Likes data storage and will be a growing market. Could drop to the $10/12 level when you should buy. | 2001-08-22 | |
| DON'T BUY | 16.980 | Neil Murdock | Likes the data storage sector. Good price, but prefers Veritas. | 2001-08-14 | |
| DON'T BUY | 17.270 | Steven Wippersteg | Excellent company, but results will continue to be weak. | 2001-08-10 | |
| DON'T BUY | 20.480 | Robert McWhirter | Market leader, but has competition. At $20 level, has PE X 66. Earnings will shrink. Too risky. | 2001-08-03 | |
| DON'T BUY | 20.010 | Brian Acker, CA | Could drop another 50%. | 2001-07-27 | |
| DON'T BUY | 20.010 | Joe Connolly | Have to wait for turnaround. Has competition. | 2001-07-27 | |
| BUY | 18.090 | David Driscoll | Data storage will be the first recovery in techs. No debt. | 2001-07-20 | |
| DON'T BUY | 18.050 | Mark Jackson, CFA | Long term will be good, but short term will be weak. | 2001-07-18 | |
| BUY | 21.600 | Glenn Paradis, BA, CFA | Will pick up. Probably near a bottom. Good long term. | 2001-07-06 | |
| PAST TOP PICK | 30.030 | David Driscoll | (Was a top pick on Dec 14/00 down 53%) Tremendous growth in the sector and this company has the advantage due to proprietary software. | 2001-07-05 | |
| BUY | 29.250 | Glenn Paradis, BA, CFA | The leader in data storage. | 2001-06-29 | |
| DON'T BUY | 28.200 | Michelle Calpin | In a great growth sector. Highly priced. Competition. | 2001-06-27 | |
| DON'T BUY | 28.350 | Ross Healey | At full value now. Could drop 30/35% more. | 2001-06-25 | |
| BUY on WEAKNESS | 26.410 | David Driscoll | Getting down to a good price. Good sector. Would buy in $20/25 range. | 2001-06-22 | |
| BUY | 27.600 | John McColl | Number one in internet storage. At a low. Good long term. | 2001-06-18 | |
| DON'T BUY | 30.300 | Bob Stodgell | Sector has great growth potential, but techs have to settle down. | 2001-06-13 | |
| PAST TOP PICK | 33.800 | John Sinkins, CFA | (Was a top pick on Feb 22/01 down 31%) Still a good company. A good entry point. | 2001-06-06 | |
| DON'T BUY | 31.650 | David Driscoll | Still too high. Good company. Will be good over the next 5/10 years. | 2001-06-04 | |
| TOP PICK | 37.100 | Noah Blackstein, B.A., CFA | Good long term, but wait to see what competition does. Prefers Veritec. | 2001-05-28 | |
| PAST TOP PICK | 39.600 | David Driscoll | (Was a top pick on Dec 14 down 44%) Had bough at $25 because with $1 earnings and 25% growth it was fair market value. | 2001-04-30 | |
| WEAK BUY | 37.290 | John Sinkins, CFA | Really likes. Valuation is good. Long term is good. Short term, be cautious. | 2001-04-26 | |
| DON'T BUY | 30.150 | Robert McWhirter | Challenge is slowdown on storage. On a rally, will do well, but near term volatile. | 2001-04-06 | |
| WAIT | 26.950 | Glenn Paradis, BA, CFA | Likes, but Oracle is a better value now. More downside risk in the near term. | 2001-04-04 | |
| BUY | 29.400 | John Sinkins, CFA | Excellent company. Good entry point. | 2001-03-30 | |
Experts that have talked about EMC Corp
