It's Monday, October 12th.

Welcome to Market Fullry.

I'm Chris Hill joining me in studio today for a million dollar portfolio, Jason Moser.

Happy Monday, my friend.

It is a lovely Monday, isn't it?

It is a merger Monday.

Merger Monday. Big time merger Monday.

The news fairy has given us something today.

Yeah, let's start with Dell, which is now a private company, buying Storage Data Firm EMC in a deal worth $67 billion,

biggest tech deal ever, private company buying a public company they are doing this with the help of a

couple of private equity firms Silver Lake and MSD partners.

You look at how this is being valued out at $33.15 a share and EMC stock

still in the high 20s not really moving and I look at that and I think okay so Dell has announced this

does no one believe this is actually gonna happen because that's what the stock

being flat says to me it well yeah I mean it would imply that today for sure and you can be

certainly understandable to infer that I think you know one of the things to consider here is that this is a deal that isn't expected to close

until between sometime of a May and October of next year. So there is a lot of time here

and there is a go shop clause for EMC which essentially means they can go out and try to shop for a better deal.

And so there is a lot of time in play here.

And you know, that time basically means uncertainty and I think that it's fair to at least think it's plausible

that perhaps either this deal doesn't go through or there's some other kind of

an offer made or you know one or both of the parties decide to back out after some

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