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) and Fortinet ( FTNT) 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.

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