EMC

Is simply smoking hot. The numbers are killer, and I don't care how much you hate them, right now you want to be them. Smoking hot. Annoyingly hot perhaps.

What macroeconomic downturn? The hedge strategy they put into effect in 2002ish is paying off in spades right now. Can they sustain this level of execution across the board? Probably not – but man, oh man, talk about prime positioning. If the economy really tanks globally, they are actually in a position to increase overall share simply due to the fact that since data growth never abates, the (as ridiculous as this sounds to us old timers) fact that EMC has an end to end consolidation/ROI story is working superbly. They are absolutely attackable in individual areas but hold the majority of the deck of cards overall. It's the old IBM play – when the going gets tough, shoot excess vendors.

I'm not suggested that never-ending revenue and earnings growth like this is feasible, but am suggesting that even if they dip they will steal share and dip less than the collective competition.

Glad I left in '89. I knew they would crash and burn.