With the fiscal cliff having been averted for the time being, the markets are exploding today, with 67 of the 70 tech companies in the S&P 500 showing gains, a statistic that must make EMC (NYSE:EMC) shareholders feel cheated, as it's one of the three IT stocks in the red today. In this video, Motley Fool tech and telecom analyst Eric Bleeker tells us why shaky predictions about the company's fourth quarter and upcoming first quarter may be haunting its share price at the moment and tells us whether he still believes in the EMC investing thesis.