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home / news releases / VMW - 'Core' Dell Is Significantly Undervalued


VMW - 'Core' Dell Is Significantly Undervalued

The thrust of the investment opportunity I see is simple - Dell Technologies (DELL) trades very cheap on a Sum-Of-The-Parts basis.

At the moment, Dell Technologies owns:

  • Its legacy business - what we'll call 'core' Dell - which provides IT hardware, software, and service solutions, including its namesake PCs along with servers and storage hardware;
  • As of the end of fiscal 2019 (February 1), 80.5% of VMWare (VMW) (note that all ownership percentages come from p. 143 of the Dell 10-K);
  • 62.8% of Pivotal Software (PVTL);
  • and 86.4% of SecureWorks

Read more ...

Stock Information

Company Name: Vmware Inc. Class A
Stock Symbol: VMW
Market: NYSE
Website: IR@vmware.com

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