I tend to agree with you except that VMW is also in the mix.
How much value it would add to EMC as a standalone depends upon
where the IT world goes in the cloud world.
There are many non-public companies such as Caringo, Storsimple
Nasuni, Bridgestor and Aspera. That is by far just the tip
of the companies lining up for a piece of the pie. VMW brings with
it the virtual side and is worth something. I was thinking in the
neighborhood of $35, but only the market would determine. Oracle
would I think benefit the most. THat being said I still do not
believe that EMC would sell out. At least not while Joe Tucci
is in charge. Another unknown company like INTC may be interested
but I believe they just do not have the coin required.
Have a good year
Aloha