EMC's problem is that most of their technology is really old. VMAX is a great example of that. I dont understand how anyone would invest in technology that is effectively old wine on new bottles and pay over the odds for it. I think they were hoping for a greater transition to HCI, and underestimated the importance of the puclic Cloud, so the competition is fierce. All the talk in the press about VMware taking Dell public is a sign that the rot has started. Investors are seeing the writing on the wall and understandably want to cash in sooner rather than later.