Violent Capitalist

Why I'm Investing in Michael Dell

increasing evidence of pending acquisition

www.reuters.com/articl...

Why I'm Investing in Michael Dell

its not to announce a strategy, because then you'll be too late

everyone knows they HAVE to use the cash somehow, even if they don't pull the trigger - stakeholders will inevitably make cause for an acquisition (employee defects, shareholder activism, analyst reports, etc)

businessweek, barrons, wsj, and others are all writing about it now as Dell ponders which acquisition to make. Look for a deal to happen within the next year.

Why I'm Investing in Michael Dell

instead of bruhaha-ing, you can be enjoying a potential 100% gain on an options trade

Why I'm Investing in Michael Dell

infinite and dell is hell,

i agree but a lot of that is past looking -

dont forget how $7 billion in net cash can change the picture of a company.. and change it fast - the same things we are arguing about now with Dell happened with IBM, HPQ, Emachines, Gateway, and every other major mainstream hardware supplier

Why I'm Investing in Michael Dell

lets also not forget the emergence of cloud computing on top of already widely accepted linux-run servers

Why I'm Investing in Michael Dell

I don't dispute any of what your saying Matt, but keep in mind Windows has scale today... but maybe not so much tomorrow.

HP MIE created a non-programmable version of Ubuntu and even made it public and they are also supporting it.. and its a consumer version that uses more graphics/entertainment apps that would probably require more specific updates/modifications than would a stripped-down corporate version would likely require.

HPs MIE 1000 laptop also came in at $50 or $100 cheaper (i forget) than the Windows version.