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Chronicles

The story behind the story

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Dell says it is evaluating a potential public offering or a combination with VMware

Sonam Rai / Reuters :

Reuters Sonam Rai

Context & Ripple Effects

Dell's confirmation that it is weighing an IPO or a combination with VMware lands one week after reports that its board would meet to discuss strategic options, and days after CNBC reported the more exotic variant: selling Dell to VMware — which it already owns ~80% of — in a reverse merger that would make Dell publicly traded without a formal listing. The company is choosing among routes to public markets rather than deciding whether to go public at all.

First-order effects

  • Dell's board must now pick between a conventional offering and folding into VMware, with the reverse-merger path trading listing formality for speed — and leaving VMware's ~20% minority holders facing dilution or a changed company either way.

Second-order effects

  • Investment banks have a mandate to fight over whichever structure wins: reporting later in 2018 showed Dell interviewing banks for a traditional IPO as a backup if its preferred route to public markets fell through.

Third-order effects

  • The structure keeps being revisited rather than settled — by mid-2020 Dell was examining a spinoff of its roughly $50B VMware stake — pointing toward a long unwind of the Dell-VMware combination into separately valued companies.

The trend: Dell's ownership of VMware is being progressively restructured through whatever market mechanism is cheapest at the time — reverse merger, tracking stock, IPO, and eventually spinoff.