The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Rivers: Public markets would never permit Dell's $67B acquisition of EMC
“When they went private, their market cap was twenty four billion dollars. So tell me in what public market you're going to find a twenty four billion dollar company acquiring a sixty seven billion dollar company. Not going to freaking happen.”
Rivers: Cisco relied on EMC's sales force to sell UCS
“When I was at Cisco, I was the VP of systems architecture for UCS, the unified computing system for Cisco, and the number one goal was to get EMC to help sell UCS because we weren't quite sure Cisco sales force could pull it off.”