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Comment by boeingUH60 | Hacker News Reader

Michael Dell will get $24bn! from this acquisition...It's fascinating how he turned around a struggling PC company (Dell Inc) into a financial engineering machine that made him tens of billions.

https://www.forbes.com/sites/antoinegara/2021/04/18/how-wall...

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So he Jack Welched his own corporation?

Jack Welch and his students turned companies into steaming piles of crap, not gold. GE, Boeing. A few people walk away with riches, however.

Good to hear that Dell’s schemes haven’t done the same to his own company. Would it be more accurate to draw a comparison to Masa Son? An entrepreneur in tech who ended up playing high stakes financial games with his company’s own money.

No one is as much of a gambler as Masa Son. Masa is not particularly evil or scheming - he is just nuts.

The Koolaid at Motorola was that they invented six sigma. Throw that on the fire too.

But did he know EMC's ownership of VMWare in 2016 was going to turn out to be such a stellar cloud performer, or was that just IP portfolio luck?

The VMWare market cap in 2016 was ~$32B, of course there's no objective way to answer your question definitely as yes or no but I'd say that VMWare was already at that point more than comfortably a more or less de-facto standard for virtualization.

Yeah but there was a big shift away from virtualization to cloud and micro services. As a former VMware admin I'm surprised VMware is doing as well as they are now. But maybe my view is just shaded by the bank I was working for that was moving away from it to AWS.

There isn’t really a big shift to cloud yet. Only 5% of all IT spend is on any cloud provider according to the CEO of Amazon and former CEO of AWS [1]

https://accelerationeconomy.com/cloud/amazon-shocker-ceo-jas...

[1] Andy Jassy is my skip^9 manager.

Yep. This has been the sentiment shared by Google Cloud execs a lot too. All the players are looking at the 10-20 year picture with regard market share / spend (in an industry where no-one knows what compute infrastructure will look like by the middle of that period).

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