Wall Street's already speculating about the possible impact of a Dell LBO on other companies in the tech sector, particularly security specialists that compete against Dell's SonicWall business.
"We believe Check Point Software (CHKP - Get Report) and Fortinet (FTNT - Get Report) could be near-term beneficiaries of Dell's potential takeout deal if it does eventually occur," wrote Shaul Eyal, an analyst at Oppenheimer & Co., in a note released on Monday. "We believe a nearterm disruption in Dell's SonicWall business given an integration process would mean potential displacements by CHKP and FTNT."
Check Point shares dipped 0.92% to $50.51 on Monday, while Fortinet shares were down 2.52% to $23.
-- Written by James Rogers in New York.Follow @jamesjrogers >To submit a news tip, send an email to: email@example.com.