Monday, December 14, 2015


By Audrey Rasmussen, Bill Moran and Rich Ptak

Dell recently announced a definitive agreement to acquire EMC, including its approximate 80% ownership in VMware. Shortly after, EMC and VMware announced the creation of a joint venture in Cloud computing, named Virtustream. Does this mega-merger makes sense – for the companies, the industry, customers and shareholders? This report focuses on the potential impact of this acquisition on the companies, industry including potential competitors, and customers. We need to qualify this document by saying that this merger is an evolving situation and developments after the completion of this document will affect many of our conclusions.  

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