Dell — going private — but why?

Dell’s announcement that it is going private brings up some interesting points to ponder:

1. What will the (new) private owners do with the company?

2. (a) Are they recognizing untold value to be seen in a breakup of parts or

(b) are they seeing value in new strategic directions? If the latter is true, is it so extreme a direction that it cannot be done while being public?

3. With rates so low, high yield financing so readily available and cash balance high on balance sheet, is this just another levered play to prey on a cash flow machine?

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