Holger Mueller from Constellation Research shares his view on the chances and prospects of Dell Technologies going forward - by walking through 3 scenarios.

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Market Move – Dell Technologies (DT) is here
MyPOV: DT has a fighting change for long term relevance. Not clear
on what it wants to invest for long term growth. Needs public
cloud business in long run. Few bright product spots today.
Largest technology merger ever – now operating as Dell Technologies
3 Scenarios
• Nothing changes – DT will do well.
• Slow move to public cloud – DT may pull off long term investments
• Fast move to public cloud (3 years) – Hard for DT to remain relevant
Alternative: Continuous Asset Sales, e.g. see start with Documentum