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Dell (DELL) is scheduled to release its FQ4 earnings after the bell, with the Street forecasting...

  • Tuesday, February 19, 7:52 AM ET
    Dell (DELL) is scheduled to release its FQ4 earnings after the bell, with the Street forecasting that EPS fell to $0.39 from $0.51 and that revenue slid 11.9% to $14.12B. The problem for Michael Dell and his co-acquirers in the company's buyout is that if the results are too good, recalcitrant investors might have more ammunition in their quest for a higher offer.
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  • But if performance is not great and out of line with its peers, investors will wonder whether Michael Dell is engineering the decline to justify a lower price. Or, perhaps he lacks competence as a manager and should step aside, so that existing shareholders who saw the value of the strategy in the public domain and invested their capital have a chance to realize returns off the back of better management and execution.
    19 Feb, 08:22 AM Reply Like
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