Sum of the parts stories. Legacy PC makers. Investing with Michael Dell. Those are three things that, over the past decade, have caused investors heartburn.Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each of those elements. The combination of the legacy Dell business, its acquired EMC business, and the 80.6% stake in VMWare makes for a compelling value, he argues. And yet, he's not the first to make that argument, and DELL has languished meanwhile.