Software Shareholder Showdown

Published on
November 19th, 2018
10 minutes

Software Shareholder Showdown

Trade Ideas ·
Featuring Dan Ives

Published on: November 19th, 2018 • Duration: 10 minutes

What's going on with Dell, VMware and Carl Icahn? Dan Ives, managing partner at Wedbush Securities, breaks down the situation and highlights current opportunities for shareholders. He discusses why he agrees with Icahn’s position and reviews what investors should expect, in this interview with Brian Price. Filmed on November 14, 2018. NOTE: SINCE TIME OF RECORDING, DELL'S BID HAS CHANGED FROM $109 to $120


  • FH
    Franz-Xaver H.
    22 November 2018 @ 13:03
    Publishing a trade idea late is a bad service. Anyway cloud topic is soooo old.
  • NI
    Nate I.
    20 November 2018 @ 03:05
    There is no such thing as "the cloud". There is only your data sitting on computers in someone else's datacenter and some hefty telecom costs to incur in getting there. Within three years, the same clowns that have been peddling "the cloud" as the best thing since sliced bread will be peddling cost savings by bringing data back to customer owned equipment. Everyone pays the same amount - more or less - for the computers, but telecom isn't free and AMZN/MSFT have elephantine profit margins from selling time on their computers. VMware would be a bigger win if my scenario plays out because AMZN and MSFT are not big VMware shops. MSFT has their own called hypervisor call HyperV and I suspect AMZN is a KVM user. If Dan is right about the IT lemmings continuing to embrace "the cloud", that doesn't bode well for VMware.
    • AJ
      Adam J.
      20 November 2018 @ 03:19
      I don’t think you understand the advantages of hosting on AWS if GCP vs using in house. As a software guy who has built on and off the cloud there is no doubt the cloud is easier and cheaper.
  • JF
    Joseph F.
    20 November 2018 @ 03:17
    DVMT @ Market Close November 19 $ 103.30
  • JT
    Jimmy T.
    20 November 2018 @ 00:23
    I wish this was published closer to the $109 price! Well done RV. Love these snips.
  • JK
    Josh K.
    19 November 2018 @ 21:03
    Love this, almost wish we could get him to explain the entire situation in detail
  • BW
    Bill W.
    19 November 2018 @ 19:26
    What are the odds this deal happens in this market?
  • RK
    Robert K.
    19 November 2018 @ 19:23
    Funnmentally cool interview.