&gt;Theory 1 is that Dell doesn&#x27;t want to own VMware. On this theory, Dell and EMC belong together, but VMware belongs apart, as its own separate company. I am unable to evaluate that theory because I honestly cannot figure out what any of these companies do.<p>&gt;Anyway, on this theory, the right thing to do would be for Dell to just buy EMC, spin off (some or all of) the VMware stake to EMC&#x27;s shareholders (as Elliott demanded last year) and keep the rest.<p>If you have no idea what these companies do, you probably shouldn&#x27;t comment on what you think they should do.  It just makes you look like an idiot commenting on a situation you openly admit you&#x27;re ignorant about.  You literally have no basis for your comments other than citing someone else&#x27;s thoughts (who also has no idea what they do).  Just don&#x27;t - this is why everyone hates Wall Street.