Dell and EMC – Better Together?
The announced plan by Dell (with assistance from MSD Partners and Silverlake) to acquire EMC comes at an interesting and challenging time for both companies. For Dell, the purchase constitutes both a milestone in the company’s remarkable journey since founder Michael Dell returned as CEO in 2007, and an ignition point for its next phase.
For EMC, the deal stands as the best chance to preserve and grow the unique organization that has evolved under the leadership of CEO Joe Tucci, and will also allow the company to leave behind the second guessing and obsession with quarterly earnings that is increasingly common in the financial industry and among institutional shareholders.
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NOTE: This column was originally published in the Pund-IT Review.