What is the significance of the Arkin net acquisition mentioned?
VMWare CEO Sees Major Consolidation in Tech Industry
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The video discusses the consolidation trends in the tech industry, highlighting Dell EMC's role and Microsoft's strategy in the social space. It covers VM Ware's recent acquisition and its strategic focus on software-defined networking. The impact of debt on innovation is also explored, emphasizing Dell's financial strategies and capacity for future growth.
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How does the speaker assess the financial health of VM Ware compared to Dell?
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