Awesome analysis! Quite difficult to distill something so complex into a clear and cogent analysis. Someone's MBA education certainly paid off. :) Oracle would

Awesome analysis! Quite difficult to distill something so complex into a clear and cogent analysis. Someone's MBA education certainly paid off. :) Oracle would certainly be one of the interested parties for the go-shop. Oracle has been shaking down clients because of ambiguity around how to use virtualization (http://fortune.com/2015/09/14/oracle-plays-hardball/ http://fortune.com/2015/09/14/oracle-plays-hardball/) so acquiring VMWare would help strengthen their hand - they could rewrite VMWare license agreements to remove any remaining ambiguity ;) And kudos to Tucci for buying up VMWare at the right time. This deal is mostly about VMWare and Tucci spotted it at the right time.