If you have no idea what these companies do, you probably shouldn't comment on what you think they should do. No, your viewpoint is too narrow. I love Matt Le

If you have no idea what these companies do, you probably shouldn't comment on what you think they should do. No, your viewpoint is too narrow. I love Matt Levine. He has the incredible knack of being able to explain complex financial machinations in simple, clear language. I also know what Dell, VMware, and EMC do. So, when I combine Matt's writing with my own knowledge ---> voila ---> insight. If this it what finally gets Joe Tucci out of EMC, then it's probably a good thing for everyone involved. Not that I expect Michael Dell to be better. I dunno, maybe Gelsinger is the answer, but I haven't followed him closely enough to know. I think I've read enough that, if I owned EMC or VMW, I'd be hitting the sell button right about now. Judging from the behavior of both stocks in the last few days, lots of people agree with me.