Stock Alert Analysis: EMC Corp, Dollar General, United Therapeutics, BRY, FIO
EMC Corporation(NYSE:EMC): After EMC (NYSE:EMC) introduced its VFCache PCIE card which utilizes flash, ISI Group believes that the product could help make flash usage popular among enterprises. The firm notes that EMC stated that VFCache is superior in several ways to the product offered by market leader Fusion-io (NYSE:FIO), and the firm reiterates a $30 target and Buy rating on EMC.
Dollar General Corporation(NYSE:DG): Dollar General mentioned positively at Cleveland Research
United Therapeutics Corp.(NASDAQ:UTHR): Deutsche Bank said Sandoz filed an ANDA to make generic remodulin. The firm said Alphora, a private manufacturing company, submitted a DMF in December to make treprostinil that does not infringe on United Therapeutics’ (NASDAQ:UTHR) patents. The analyst is not sure if Sandoz has partnered with Alphora but notes that there may be a way to get around the remodulin patents. United Therapeutics is Hold rated.
Berry Petroleum Co.(NYSE:BRY): RBC Capital said Berry Petroleum released slides in advance of a presentation and that Diatomite production is below expectations, which puts FY11 production guidance at risk.
Fusion-IO, Inc.(NYSE:FIO): Craig-Hallum sees increasing competition for Fusion-io (NYSE:FIO) following EMC’s (NYSE:EMC) VFCache announcement yesterday. The firm said VFCache will support NVM Express when the flash cards are available, confirming broad support across the industry, and that VFCache uses a data management scheme similar to the rest of the industry other than Fusion-io’s. Additionally, the firm notes the 43M share lock-up in Fusion-io shares on February 15.
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