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Data center News

8 Biggest Partner Takeaways From Dell's Q1 Earnings Report

Mark Haranas

No Talk Of VMware Merger

Potentially the biggest Dell Technologies news of 2018 was not addressed or spoken about by any executives during the earnings call: a potential deal with VMware. In February, Dell Technologies CEO Michael Dell confirmed that his company is currently evaluating a IPO or a "business combination" with VMware.

In May, Dell filed a public disclosure to federal regulators saying the company is evaluating an additional potential route to a VMware deal. Dell said it was soliciting input from investors in a Dell tracking stock linked to the VMware business to gauge interest in an arrangement that would allow holders of the tracking stock, DVMT, to retain complete shares of Dell. Partners have been anxiously awaiting a decision of a potential VMware merger for months.

 
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