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- Activision... ATVI
- Altria Grou... MO
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@David - Please see the updated EMC model, we now have a greater share of value coming from VMware. We misallocated some VMware costs in our earlier model and have corrected the issue now.
While our valuation for VMware is near the market estimate, we are optimistic regarding EMC's information storage business and hence lower contribution from VMware. [ less... ]
While our valuation for VMware is near the market estimate, we are optimistic regarding EMC's information storage business and hence lower contribution from VMware. [ less... ]
@David - Please see the updated EMC model, we now have a greater share of value coming from VMware. We misallocated some VMware costs in our earlier model and have corrected the issue now.
While our valuation for VMware is near the market estimate, we are optimistic regarding EMC's information storage business and hence lower contribution from VMware.