Sunday, February 3, 2008

EMC and VMW revisited

For those of you who are really hardcore, here's a paper that describes the sort of things that cause mispricing. To summarize, it's because VMW is/was hard to short. This supports my theory that once EMC can sell its shares of VMW, we are gonna see a price correction. Either EMC up or VMW down but probably VMW down.

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