Tuesday, October 05, 2010

FT.com / Technology - VMware lays down corporate IT marker

Interesting times for EMC

Wall Street has certainly warmed to Mr Maritz’s theme since he took over in 2008. In the past year, VMware’s shares have more than doubled: among software companies, its $34bn market value is now topped only by Microsoft, Oracle and SAP. It now accounts for two-thirds of the stock market value of EMC, the storage company that owns most of its stock, compared with less than 40 per cent a year ago

Looking at the EMC and VMW stock prices over the last year, it appears the non-VMware part of EMC is worth a lot less than it was a year ago.

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FT.com / Technology - VMware lays down corporate IT marker

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