Dell recently announced an agreement to acquire EMC [NYSE: EMC] — and with it, control of VMware [NYSE: VMW] — in a deal valued at $67 billion at the time of the announcement.
While analyses of the deal so far have been devoted to the (more straightforward) implications for the computing, storage, and networking industries or the (less straightforward) financing of the transaction, analyzing these threads together reveals a far more interesting story…
Source: Making Sense of Dell + EMC + VMware | Andreessen Horowitz