VMWare CEO Gelsinger's Plan for Dell, EMC Deal

The transcript discusses the transition of EMC going private while VMware remains public, highlighting the reactions and adjustments within the company and its ecosystem. It explores Michael Dell's anticipated role post-deal and the strategic growth plans for VMware, emphasizing collaboration with industry partners. The discussion also touches on industry consolidation and differing strategic views, particularly in the hardware sector.

What was the initial reaction to the EMC and VMware deal?

• Indifference and apathy

• Confusion and uncertainty

• Immediate understanding and acceptance

• Excitement and celebration

How does the change in majority shareholder affect VMware?

• It results in a complete overhaul of operations

• It forces VMware to merge with EMC

• It leads to VMware becoming a private company

• It causes minimal changes as VMware remains independent

What role is Michael Dell expected to play post-deal?

• He will have no involvement with VMware

• He will be a passive investor

• He will be actively involved in strategic decisions

• He will sell his shares in VMware

What is Michael Dell's view on the importance of VMware in the deal?

• He believes it is irrelevant to the deal

• He considers it the crown jewel of the deal

• He thinks it is a risky investment

• He sees it as a minor part of the deal

What is the strategic rationale behind the Dell EMC merger?

• To focus on smaller, leaner operations

• To consolidate and maximize supply chain strength

• To exit the hardware industry

• To reduce the size of the company