Dell's decision to return to the stock market is the most successful

Experts consider motion to be the smartest because it gives them control of VMware and because it paves the way for giants' ability development and competition of the public cloud.

The news that rocked the global ICT landscape yesterday was Dell's decision to go public again. After five years as a private company and with the purchase of several million dollars from EMC, she decided to return to the NYSE index as part of a plan. financial complex to exchange shares in order to finance its debt.

It's because it's time to do it, "said Craig Lowery, director of research at Gartner, at ComputerWorld. In society, they have enjoyed five years of autonomy, he continues. Today, they are leaders in storage, servers and server virtualization software with VMware, are among the top three PC vendors and lead the software-defined infrastructure market.

In the eyes of the expert more consolidation to Dell's portfolio "through the elimination of certain securities (called follow-up shares, shares issued by a company and which track the performance of a business division without the need to claim assets) that allows Michael Dell and Silver Lake "maintain control over VMware and position Dell as a listed company." In addition, VMware remains independent and can maintain links with partners who are in turn Dell's competitors in the data center infrastructure segment.

Of course, this option is much more efficient than the others.It was appreciated by the board of directors of Dell, which involved a reverse merge with VMware. "We think it could have been disastrous because of the deep channel conflicts that it would have created in the VMware ecosystem."

Dell do not Do not give up
For Lowery, Dell will no doubt benefit from increased IT spending globally, although it needs to rethink its strategy in some areas.

He needs to position himself, he says, against public cloud providers such as "AWS, Azure and Google Cloud" by investing more to offer products and services that take advantage of the public cloud trend. . He considers that relying on a strategy based on competition and the alternative of IT infrastructure is obsolete.

Its revival on the stock market could be the opportunity to acquire the necessary capabilities to deal with this competitive threat.

IDG.es