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