Dell (DELL +0.7%) ticks higher to $13.79 on news T. Rowe Price (the company's 3rd-largest...

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J Mintzmyer Comments (2220)
 
Here's hoping the deal falls apart and DELL reports a horrendous Q so I can get back long again.
12 Feb, 04:36 PM Reply Like

Whitehawk Comments (2799)
 
Perhaps Dell didn't execute the IBM business plan he "bought." He is simply taking advantage of the extraordinary cheap debt environment to cash out of having to take the heat to execute anything.
12 Feb, 06:35 PM Reply Like

Chris DeMuth Jr. Comments (1751)
 
I think that a key factor is the caliber and character of Mason Hawkins. He laid out a persuasive case for the inadequacy of the deal's consideration and a lot of other shareholders are likely to be willing to follow his lead. There is probably a majority for a deal around $15 and the buyers could easily justify paying that much.
12 Feb, 08:06 PM Reply Like

moneyTalksBSWalks Comments (169)
 
The deal is toast now.
12 Feb, 09:29 PM Reply Like

Chris DeMuth Jr. Comments (1751)
 
I think that you are right or rather I think that you are right that this deal is toast. They could come back with a full and fair price that picks off a few of these deal opponents.
12 Feb, 09:32 PM Reply Like