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Technology Stocks : VMware, Inc. (VMW)

VMW 142.48

0.0%

Nov 22 4:00 PM EST

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To: Glenn Petersen who wrote (87)	10/19/2007 10:59:24 AM
From: Knight	Read Replies (1) of 358

Is buying EMC a cheaper way to get in on VMWare action? At today's prices, EMC's market cap is $47.7 billion and VMWare's is $38.4 billion. If EMC has an 86% stake in VMWare, that would make EMC's stake worth $33 billion. This means VMWare represents almost 70% of EMC's valuation. Given the strength of EMC's other business lines, this seems really out of balance: Either VMWare is extremely over-valued, or EMC is extremely under-valued. Am I missing something?

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