"The consensus investor view, which we share, is that this action is a modest positive as it reduces (but does not eliminate) the likelihood that Dell pursues actions more punitive
Growth Capitalist (https://growthcapitalist.com/2018/03/pivotal-software-ipo-filing-a-modest-positive-for-vmware-vmw-related-to-reverse-merger-fears/)
"The consensus investor view, which we share, is that this action is a modest positive as it reduces (but does not eliminate) the likelihood that Dell pursues actions more punitive