EMC is a $23.5 billion company that makes no secret of the fact that in the 80 countries in which it does business, it has notched 20 consecutive quarters of double-digit, year-over-year revenue growth. It certainly has a right to be proud; this is an enviable accomplishment in any market.

Even in the volatile U.S. macroeconomy, EMC's prospects remain solid. After all, the volume of personal and business data continues to rocket skyward at 60 percent growth per year with little or no chance of a slowdown; all that information has to be stored somewhere.

Despite the serious downturn, as the United States is experiencing now, enterprises are hesistant to cut down on storage budgets for that very reason.

The numbers have been good for EMC for a long time and probably will remain so. This good news extends beyond EMC, by the way, to the entire storage industry, which has been experiencing charts up and to the right for nearly a decade. EMC, which employs 40,500 people, is the poster child for the business, exceeding analyst revenue estimates by $20 million in Q2 this year.

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