<i>If you have no idea what these companies do, you probably shouldn&#x27;t comment on what you think they should do.</i><p>No, your viewpoint is too narrow.<p>I love Matt Levine. He has the incredible knack of being able to explain complex financial machinations in simple, clear language.<p>I also know what Dell, VMware, and EMC do. So, when I combine Matt&#x27;s writing with my own knowledge ---&gt; voila ---&gt; insight.<p>If this it what finally gets Joe Tucci out of EMC, then it&#x27;s probably a good thing for everyone involved. Not that I expect Michael Dell to be better. I dunno, maybe Gelsinger is the answer, but I haven&#x27;t followed him closely enough to know.<p>I think I&#x27;ve read enough that, if I owned EMC or VMW, I&#x27;d be hitting the sell button right about now. Judging from the behavior of both stocks in the last few days, lots of people agree with me.