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Susan Fourtané
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Susan Fourtané,
User Rank: Blogger
1/31/2018 | 9:07:41 AM
Re: The I's have it.
Yes, interesting enough, things have turned around and now VMware is going to buy Dell, which owns at the moment 80 percent of VMware. And the point of VMware of buying its parent company is for Dell to avoid a second IPO. What some analysts are pondering is what is going to be Michael Dell’s function is a company that already has all the management in place. Keeping an eye close on this one. The next couple of week are going to be super exciting.
Michelle
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Michelle,
User Rank: Light Sabre
1/30/2018 | 1:42:30 PM
Re: The I's have it.
Yeah, they seem to get close but never really find a sweet spot. A future version of Dell will likely look very different from what we know now. -or- it could go the way of Sears
Michelle
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Michelle,
User Rank: Light Sabre
1/30/2018 | 1:39:56 PM
Re: The I's have it.
That is very interesting, indeed. I really don't know what to expect now. Any outcome will be a surprise?? 
kq4ym
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kq4ym,
User Rank: Light Sabre
1/30/2018 | 9:54:37 AM
Re: The I's have it.
Interesting how once again it's noted how it's pretty difficult to predict the future. While Dell has maneuvered over the years to grow revenue and profits, it's not quite yet found that "crystal ball" to dependably predict the company's fortunes.
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
1/29/2018 | 11:28:38 PM
Re: The I's have it.
@Michelle: On that same note, funnily enough, the latest news today is that it may be the other way around -- that VMware could potentially buy Dell!
Michelle
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Michelle,
User Rank: Light Sabre
1/29/2018 | 8:24:24 PM
Re: The I's have it.
I hadn't put it all together before... I didn't consider AWS competition. Competing with AWS is a lofty goal. Microsoft is holding on to that spot a lot better than I expected.
Susan Fourtané
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Susan Fourtané,
User Rank: Blogger
1/29/2018 | 5:11:58 PM
Re: The I's have it.
Perhaps I am wrong, but I think this could be a unique case in the history of the IPOs. Or is it not?
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
1/29/2018 | 2:18:00 PM
Re: The I's have it.
I think that the company seems to have a healthy attitude towards going/being public versus being a private entity. It does not seem as if Dell is doing an about-face on the matter so much as it is simply leveraging public investment temporarily as Dell enters a growth phase.

In other words, if the company does go back to being public, expect it to go back to being private again after a time when the strategy pendulum comes swinging back and it (or, rather, HE -- Michael Dell) wants more flexibility.
Susan Fourtané
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Susan Fourtané,
User Rank: Blogger
1/28/2018 | 11:54:54 PM
Re: The I's have it.
In that case, “O” could be “OH, no! Public again?!” :p What about that?
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
1/28/2018 | 10:32:59 PM
Re: The I's have it.
More seriously, growth demands capital, and Dell has some high ambitions indeed -- particularly if it's considering a VMware buyout.

The idea of purchasing VMware is an interesting one. At first, it seems a bit silly, but when combined with Dell's resources, a Dell+EMC+VMware entity could have what it needs to take on AWS properly.

On the other hand, good luck -- especially with Microsoft running a steady #2 in that market.
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