As of today, EMC Corporation is no longer an independent company. Who thought we would see this day? From now on, EMC is simply a brand for parts of Dell's Infrastructure Solutions and Services businesses. This marks a major shift in the enterprise storage world, for IT, and perhaps for American business in general. Investors Are Happy with Magic Beans? I have been … [Read more...] about Dell, Wall Street, Magic Beans, and the End of EMC
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Doodling on the Value of EMC, VMware, and Dell’s Offer
Dell and EMC announced today that they have reached a deal to combine, taking EMC private and retaining control of VMware. But this transaction is complicated by EMC's 80% stake in VMware. Let's consider the value of that substantial and important holding and what it means for the Dell offer. How Analysts Value EMC Stock According to TREFIS, EMC's value is split between … [Read more...] about Doodling on the Value of EMC, VMware, and Dell’s Offer