Collaborate Disseminate
If we were betting folk, we’d reckon that Dell carves off a piece of its VMware shares to cover some of its debts next year. Continue reading Unpacking how Dell’s debt load and VMware stake could come together
When Dell bought EMC in 2016 for $67 billion it was one of the biggest acquisitions in tech history, and it brought with it a boatload of debt. Since then Dell has been working on ways to mitigate that debt by selling off various pieces of the corporate empire and going public again, but one […] Continue reading Dell’s debt hangover from $67B EMC deal could put VMware stock in play
Dell Technologies announced today that it was selling legacy security firm RSA for $2.075 billion to a consortium of investors led by Symphony Technology Group. Other investors include Ontario Teachers’ Pension Plan Board and AlpInvest Partners. RSA came to Dell when it bought EMC for $67 billion in 2015. EMC bought the company in 2006 […] Continue reading Dell sells RSA to consortium led by Symphony Technology Group for over $2B
VMware is closing the year with a significant new component in its arsenal. Today it announced it has closed the $2.7 billion Pivotal acquisition it originally announced in August. The acquisition gives VMware another component in its march to transform from a pure virtual machine company into a cloud native vendor that can manage infrastructure […] Continue reading VMware completes $2.7 billion Pivotal acquisition
When you’re talking about 16 billion smackeroos, it’s easy to get lost in the big number. When Salesforce acquired Tableau this morning for $15.7 billion, while it was among the biggest enterprise deals ever, it certainly wasn’t the largest. There was widespread speculation that when the new tax laws went into effect in 2017, and […] Continue reading Salesforce’s Tableau acquisition is huge, but not the hugest
When Dell voted to buy back the VMware tracking stock and go public again this morning, you had to be wondering what exactly the strategy was behind these moves. While it’s clearly about gaining financial flexibility, the $67 billion EMC deal has always been about setting the company up for a hybrid and private cloud […] Continue reading Dell’s long game is in hybrid and private clouds
Dell just announced that it has agreed to buy back the VMware tracking stock from the EMC acquisition. The company confirmed the buy-back price of $23.9 billion. With today’s move, the company will likely go public. Sixty-one percent of shareholders voted in favor of the deal. It’s unclear how Wall Street will deal with the $50 […] Continue reading Dell votes to buy back VMware tracking stock and will likely go public
This morning, Dell confirmed previously published reports in an SEC filing, that it is considering various options to possibly reorganize itself. Reports emerged last week suggesting the Dell board was planning a meeting to discuss options for de… Continue reading Dell confirms it’s considering combining with VMware and other options in SEC filing
By now you’ve probably heard that the Dell board is supposed to be convening later this month to figure out how it might reorganize itself to deal with the mountain of debt it took on when it bought EMC in 2015 for $67 billion. The rumors b… Continue reading Why the Dell rumors might have substance
Last Fall, rumors began circulating that Dell was interested in acquiring EMC. On October 12th, the rumors proved true when Dell announced it was buying EMC for an astonishing $67 billion, a record price for a tech acquisition. Almost a year later, for better or worse (richer or poorer), that deal is official today. While the parties might like to frame this as a deal with little drama, the… Read More Continue reading $67 billion Dell-EMC deal closes today