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Technology Stocks : Dell Technologies Inc.

DELL 162.02

+0.6%

Oct 31 3:59 PM EST

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To: kaka who wrote (176302)	5/30/2011 7:32:00 PM
From: John Koligman	Read Replies (1) of 176387

The latest Fortune 500 issue has an article on Dell and whether Mikey is up to taking it forward into the 'cloud' based future. One interesting tidbit in the article is a comment by Rollins that he was pushing Mikey to buy EMC after the 2000 tech collapse when it's market cap was around 17B, but Mikey was a 'timid' manager and didn't want to make any bold moves. If true, that would have been a great deal for Dell, as today VMware alone is worth substantially more than Dell at a 40B market cap, let alone the VMware/EMC combo, as EMC owns the bulk of VMware. EMC would really have given Dell a boost in cloud computing... Regards, John

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