[tyingq]

Ford, EMC, and Microsoft are not what I meant by a typical PE firm...that's who invested in Pivotal.

I meant firms like TPG, Blackstone, Silverlake, etc. I suppose they do sometimes stray from the model, but the rabid cost cutting is pretty typical.

[CoffeeDregs]

My point about Pivotal was not about the investor; it was about the similar investment thesis.

    the rabid cost cutting is pretty typical.

True, if the thesis is around bloat, mal-investment, adventurism, etc. If the theory is something like "tech talent roll-up in the face of an industry-wide cloud migration", then cabid cost-cutting would be disastrous (modulo all of the SG&A position eliminating)...