Nyquist Capital » EMC

Storewidth Bottlenecks - Gilder Telecosm 2006

Andrew Schmitt — Fri, 06 Oct 2006 22:13:54 +0000

This was a very interesting debate among some very heavy hitters who operate data centers about where the bottlenecks are in the data centers, and if the new model of massively distributed computing in one centralized data center is a sustainable model.

(more…)

The Four Horsemen of Web 2.0

Andrew Schmitt — Tue, 16 May 2006 02:30:32 +0000

Cisco (CSCO), Oracle (ORCL), Sun (SUNW), and EMC (EMC) were the darlings of the internet boom and were referred to as the ‘Four Horsemen‘. Your broker was overheard in 2000 “Yes, things are in fact a bit irrational but these companies have real products, revenues, and earnings and are investment-grade leaders of the new economy.”

Your broker neglected to mention that the biblical Four Horsemen of the Apocalypse were steered by four riders - Conqueror, War, Famine and Death. I’ll leave it to my readers to pair them appropriately.

(more…)

Did PMC-Sierra Overpay?

Andrew Schmitt — Thu, 03 Nov 2005 15:45:55 +0000

There is some discussion that PMC-Sierra (PMCS) may have overpaid KKR for the storage semiconductor portion of the Agilent business.

We think PMC-Sierra did indeed overpay. Here’s a generous financial picture of the storage division.
(more…)