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EMC, VMWare: Opportunism prevails as markets remain volatile

EMC, with a market cap of $49.33 billion, continues to be a bargain approach to ownership of VMWare, especially this week with a price drop under $20/share. The valuation gap between the two companies still obviously exists ($92 versus $20), and although VMWare has dropped a bit that disconnect will likely continue for the forseeable future. VMWare will still have the higher price due to expectations of its growth and a lack of real competition in the virtualization market.

So you continue to have a choice on how to get on the virtualization gravy train: buy the Lexus in VMWare if you can afford it on a bargain day, or get the same value in the Toyota pickup truck of EMC. Both are offered by the same company in essence. And the current market volatility is actually a great time to be opportunistic in buying either or both at a relatively attractive price.


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