But if they're going to be backed by private equity ... those guys REALLY want their 20+% return in five years. And they'll direct Dell to shutter unprofitable

But if they're going to be backed by private equity ... those guys REALLY want their 20+% return in five years. And they'll direct Dell to shutter unprofitable or non-key parts of their business as soon as possible. I expect Dell to be a much smaller company a year from now.