What specifically does McWilliams see changing for Cisco in 2013 and how does he think those changes will impact the price of Cisco's stock? -- EMC and VMware: Does McWilliams think EMC would be better off instituting a dividend policy rather than using its free cash flow to continually buy shares of VMware? Why does McWilliams say it's important for investors to view EMC's value from both a traditional valuation perspective as well as a deconstructed valuation perspective? What does McWilliams say is the right way to deconstruct EMC's valuation model and what price target does it suggest for EMC? What does McWilliams think about the new EMC VMWare joint venture, Pivotal Initiative? At their current prices, does McWilliams think investors should buy EMC or VMWare? What does McWilliams think about EMC competitor, NetApp? -- Oracle: When Oracle announced it would hire Mark Hurd, McWilliams wrote without caveat that investors should buy stock at the then current price of $24.