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Investors gush over VMware; fail to notice EMC

EMC is why VMware is today. No, i am not saying this to kiss-ass any EMC top shot. Well Investors, we are talking about the biggest storage vendor in the market.

Please don't lose focus! (Same thing I told my chauffer when I pushed him to run 1200 KM and when he lost focus for a while, not fair on my part today!)

"EMC (nyse: EMC - news - people )'s stock has not moved up proportionally with VMware's," said Caris analyst Shebly Seyrafi. Shares of EMC rose 0.8%, or 16 cents, to $19.66, on Friday, after Seyrafi upgraded EMC shares to "buy" from "above average." Forbes ranked Seyrafi the third best stock picker in the computer sector in 2007.

EMC retained 87% of VMware's common stock after spinning off the company. Since VMware's initial public offering in mid-August, its shares have gained 32.9%. EMC's shares have only gained 7.5% over the same period of time. Seyrafi said this anomaly is unsustainable and EMC shares will pick up as a result.

EMC makes and sells data-storage devices and software. VMware provides software that allows data centers to use their servers more efficiently. The company has whipped up investor enthusiasm as a market leader in a quickly growing tech sector.


Forbes reporting.

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A Collection of Threnodies : Part 1

Whale Fall
-----------------

Dress me up in my new threads
clasp my greasy palms
grease my hair
I'm ready for the fall


Watch at all the decadence
watching the avalanche
I'm slipping down
losing my buoyancy


What's become of us
where have we come
this far, this close
close to the doors


I hear them, sublimal chants
I'm on the run
I race through the human sea
I am the king!


I'm the slave
to my own undoings
I'm the jester in my courtyard
We jest as we run


We're strolling on that thin rope
we grope as we rope
we're true heros
we're the survivors


we're the scavengers
we're the friends
we're the lovers
we're the unbred


Soon awaiting the fall
we're lurking on us
we're osedaxing us
we're soon going to be done
we'll soon be arrested




*osedax(bone devourer, newly discovered marine genus) feeds on a fallen(sunken) whale carcass(which is also called a whale fall). Read more here