Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of storage specialist EMC
So what: Revenue in the second quarter will be right around a record $5.3 billion, a 10% increase. Adjusted earnings per share are also at record levels and should be approximately $0.39 per share. EMC also reaffirmed its full-year goals, expecting sales of $22 billion and adjusted earnings of $1.70 per share.
Now what: EMC's majority owned subsidiary, VMware
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