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Phil Harvey
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Phil Harvey,
User Rank: Light Sabre
5/22/2018 | 12:42:27 PM
Re: But it's strategic
That's where it gets dicey, right? I mean will Dell sell enough gear, VMware enough licenses and so on to justify $450M? No idea and they wouldn't track it that way anyway. 

It does suck to be a shareholder and just watch people go shopping with your money.
brooks7
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brooks7,
User Rank: Light Sabre
5/22/2018 | 11:49:10 AM
Re: But it's strategic
 

Hey, I don't know if it will be a good deal over time.  But you would have to make $450M in profit to balance the expense.  They will have to put a bunch of Goodwill on the Balance Sheet that they can write down the next time there is a blip in earnings.  It always galls me that Management Teams feel nothing about spending the shareholder's money.

seven

 
Phil Harvey
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Phil Harvey,
User Rank: Light Sabre
5/21/2018 | 6:38:16 PM
Re: But it's strategic
Silly me. It was 1+1=3, right?
Scott Raynovich
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Scott Raynovich,
User Rank: Light Sabre
5/21/2018 | 6:33:31 PM
But it's strategic
But you guys, it's strategic ... 
Phil Harvey
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Phil Harvey,
User Rank: Light Sabre
5/21/2018 | 5:02:26 PM
Re: Also
I wonder if they felt like that, with Dell's enterprise clients and channel, they'd be able to do such a large volume of business over time that the price would seem more reasonable?
brooks7
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brooks7,
User Rank: Light Sabre
5/21/2018 | 4:47:39 PM
Also
That would indicate that they paid over 4x sales for VeloCloud.  That seems really, really high.

seven

 


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