With activist season fast approaching, West Coast tech companies are looking for ways to stave off the barbarians once earnings and proxy season comes around. That may have been a factor that pushed EMC Corp., according to one report, to begin weighing M&A. And it wouldn't be an activist tech deal if Michael Dell weren't involved. Elsewhere, we're getting earnings from a revved-up AutoZone, which is projected to report much higher earnings than it did last year. And, Jim Cramer is adding a new Action Alert Pick to his portfolio, it's one retailer he says is trading at a big discount to peers.