EMC Corporation (EMC) is staying abreast of the newest data storage trends like the adoption of flash technology and its incorporation into the server through acquisitions to keep its portfolio continuously fresh, says Brian G. Alexander, Managing Director and Director of Technology Research at Raymond James & Associates, Inc.
“If you look back over the last, maybe not two quarters but two years, with EMC buying Isilon, EMC buying XtremIO, they truly are, in my opinion, visionaries when it comes to understanding technology trends and how to best position themselves for where the product is going, not necessarily where it’s been,” said Alexander.
Alexander has a “buy” rating for EMC, and he says the company is poised to overcome weaknesses in storage demand through its wide portfolio strategy in which the company includes leading technologies in the industry and an effective company execution.
“EMC historically has been a company with not necessarily the best technology, but it had the best sales force, and over the last few years it has really broadened its portfolio to include leading technologies like Isilon, like Data Domain, obviously Vmware (VMW) on the virtualization side, and also technologies like Avamar,” Alexander said.
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