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Dell Buyout: Good, Or Bad For Shareholders?
Catalyst Investments • Thu, Jun 6 • 4 Comments
Dell: Can It Prosper By Turning The Virtual Desktop Into Gold?
Adetokunbo Abiola • Wed, Jun 5
Earnings Miss, Falling Shipments And LBO: Should You Sell Dell?
Sarfaraz A. Khan • Tue, Jun 4 • 5 Comments
Bear Of The Day: Dell
Zacks Investment Research • Tue, May 28 • 2 Comments
Sell Dell After Weak Earnings
Richard Cox • Tue, May 21
Dell: Stay Public, Buy BlackBerry
StockSaints • Tue, May 21 • 21 Comments
Dell's Earnings Reflect The Continued Challenging Business Environment
Trefis • Mon, May 20
Whisper Number Impact: Earnings Preview For Dell
WhisperNumber • Thu, May 16
Legendary Short Seller Jim Chanos Likes Being Long Apple And Short Dell
Devon Shire • Fri, Apr 26 • 41 Comments
Dell's Wounds Are Getting Deeper
Alpha Hunter • Wed, Apr 24 • 2 Comments
Dell Buyout Risk Increasing?
Amit Chokshi • Mon, Apr 22 • 4 Comments
For Dell, The Future Ain't What It Used To Be
Joel West • Sun, Apr 21 • 6 Comments
Dell: Buy BlackBerry, Stay Public
Richard Saintvilus • Mon, Apr 8 • 83 Comments
Dell - Shareholders Are The Winners If 3 Fight For 1
The Value Investor • Thu, Mar 28 • 13 Comments
Dell - Risk/Reward Update
Adam Jones • Tue, Mar 26 • 3 Comments
Dell: The Barbarians Finally Arrive At The Gate
George Kesarios • Mon, Mar 25 • 5 Comments
Should You Play The Dell Auction?
Dana Blankenhorn • Mon, Mar 25 • 1 Comment
Twists And Turns In Dell's Buy-Out
StockRiters • Wed, Mar 20 • 4 Comments
Buyout Bedlam: Michael Dell Vs. Carl Icahn Vs. Blackstone
Dan McMurtrie • Tue, Mar 19 • 13 Comments
Dude, You're Not Getting DELL...Or AUTO
Chris DeMuth Jr. • Mon, Mar 18 • 88 Comments

A Closer Look At The Dell LBO
Stephen Percoco • Tue, Feb 12 • 1 Comment

Should You Buy The Market's Most Controversial Stock?
StreetAuthority • Wed, Jun 19 • 19 Comments
Under Meg Whitman's Leadership, HP Stands To Gain 33 Percent
Mark Meadows • Mon, Jun 17 • 13 Comments
Comparing IBM's Hardware Segment With Its Competitors
Bottom Up Investing • Tue, Jun 11
The Ray Of Light For HP
Mihir Mehta • Sun, Jun 9 • 6 Comments
Interest Rates Up Round 1 - Sorting Through The Data
Daniel R Moore • Fri, Jun 7 • 5 Comments
Wi-Lan: A Patent Play With Asymmetrical Upside?
Alexander Maxwell • Mon, Jun 3 • 12 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Fri, May 31 • 47 Comments
Fighting The Death Of The PC
Fusion Research • Thu, May 30 • 3 Comments
Staying Clear Of Hewlett-Packard
Valuentum • Tue, May 28 • 9 Comments
Sell Hewlett-Packard After Earnings Spike
Richard Cox • Tue, May 28 • 28 Comments
Cramer's Mad Money - The Difference Between Hewlett-Packard and ChannelAdvisor (5/23/13)
SA Editor Miriam Metzinger • Fri, May 24 • 1 Comment
Apple Share Buyback - The Numbers Talk
J. M. Manness • Wed, May 22 • 37 Comments
Cisco Suddenly Popular With Investors And For Good Reason
Black Coral Research • Tue, May 21 • 1 Comment
Deflation Spell Could Send S&P 500 To 825 In 2015
Jason Tillberg • Tue, May 21 • 31 Comments
Hewlett-Packard's Second Quarter Earnings Preview
Profit Fan • Tue, May 21 • 4 Comments
Uni-Pixel Inc.: Boom Or Bust Based On Possible Contracts
Tom Dorsey • Mon, May 20 • 68 Comments
Cramer's Mad Money - 17 Things To Watch In The Week Ahead (5/17/13)
SA Editor Miriam Metzinger • Mon, May 20
Cisco Systems - Shares Bounce Higher As Chambers Sees Encouraging Signs
The Value Investor • Sun, May 19 • 4 Comments
Billionaire Mason Hawkins' Top Stock Picks
Insider Monkey • Sun, May 19 • 11 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Fri, May 17 • 81 Comments

Dell's CEO Discusses F1Q14 Results - Earnings Call Transcript
Thu, May 16
Dell Management Discusses Q4 2013 Results - Earnings Call Transcript
Tue, Feb 19 • 2 Comments
Dell's CEO Discusses F3Q 2013 Results - Earnings Call Transcript
Thu, Nov 15, 2012 • 1 Comment
Dell Management Discusses Q2 2013 Results - Earnings Call Transcript
Tue, Aug 21, 2012
Dell's CEO Hosts 2012 Dell Analyst Meeting (Transcript)
Thu, Jun 14, 2012
Dell Management Discusses Q1 2013 Results - Earnings Call Transcript
Tue, May 22, 2012
Dell's CEO Discusses Q4 2012 Results - Earnings Call Transcript
Tue, Feb 21, 2012
Dell's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Wed, Nov 16, 2011 • 2 Comments
Dell's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Tue, Aug 16, 2011 • 1 Comment
Dell's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Tue, May 17, 2011
Dell's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Tue, Feb 15, 2011
Dell CEO Discusses F3Q2011 Results - Earnings Call Transcript
Thu, Nov 18, 2010
Dell CEO Discusses F2Q2011 Results - Earnings Call Transcript
Thu, Aug 19, 2010
Dell Inc. F1Q11 (Qtr End 04/30/2010) Earnings Call Transcript
Thu, May 20, 2010
Dell Inc. F4Q10 (Qtr End 01/29/10) Earnings Call Transcript
Thu, Feb 18, 2010
Dell Perot Systems Integration Conference Call Transcript
Wed, Dec 16, 2009 • 1 Comment
Dell Inc. F3Q10 (Qtr End 09/30/09) Earnings Call Transcript
Thu, Nov 19, 2009 • 1 Comment
Dell Inc. F2Q 2010 (Qtr End 07/31/09) Earnings Call Transcript
Thu, Aug 27, 2009
Dell F1Q10 (Qtr End 5/1/09) Earnings Call Transcript
Thu, May 28, 2009
Dell Inc. Q4 2009 Earnings Call Transcript
Thu, Feb 26, 2009

Dell Customer Genworth Lifestyle Protection Wins Celent’s Annual ‘Model Insurer’ Award

Business Wire (Wed, 11:47AM)
Indications: Stock futures wobble as jitters set in before Fed

at MarketWatch.com (Wed, 9:07AM)
Early Movers: FDX, ADBE DELL, BA, BBRY & More

at CNBC.com (Wed, 7:45AM)
Icahn raises Dell stake, calls for share buyback

at MarketWatch.com (Wed, 3:29AM)
Stocks End Higher as Fed Meets, Russell 2000 Closes at All-Time High

at CNBC.com (Tue, 5:29PM)
Dell Special Committee Responds to Icahn’s Latest Proposal

Business Wire (Tue, 5:13PM)
'Ho-Hum' Bernanke Statement? Housing in New Patch

at CNBC.com (Tue, 4:42PM)
Icahn Proposes Tender for 1.1 Billion Dell Shares

at CNBC.com (Tue, 2:38PM)
Cramer: Timing 'Couldn't Be Worse' for Dell

at CNBC.com (Tue, 11:21AM)
Dell Outstrips the Competition as Global Customers Increasingly Select Dell Enterprise Solutions to Innovate Their Business

Business Wire (Mon, 10:00AM)
Dell Helps Redstation Grow Business by 70 Percent a Year

Business Wire (Mon, 7:00AM)
Carl Icahn Could Drop Out of Dell Deal

at CNBC.com (Fri, 2:55PM)
Dell Board Approves Quarterly Cash Dividend

Business Wire (Jun 12, 2013)
Dell Launches Secure and Flexible Cloud Solution for U.S. Governments

Business Wire (Jun 11, 2013)
Dell Helps CSM Media Research Enable Commercial SDN Application

Business Wire (Jun 11, 2013)
Dell SecureWorks’ Incident Response Resource Center Offers Actionable Information for the Inevitable Cyber Security Breach

Business Wire (Jun 11, 2013)
Early Movers: LULU, SNE, S, BA, GM & More

at CNBC.com (Jun 11, 2013)
Alienware Redefines the PC Gaming Experience: Unveils the Most Powerful Gaming Laptops in the Universe with Bold, New Iconic Design

Business Wire (Jun 11, 2013)
Duncanville Independent School District Enhances Learning with Dell Latitude 10 Essentials Configuration

Business Wire (Jun 10, 2013)
Dell SecureWorks Launches Targeted Cyber Threat Hunting Service

Business Wire (Jun 10, 2013)

DELL vs. ETF Alternatives

Company Description

Dell listens to customers and delivers innovative technology and services they trust and value. As a leading technology company, we offer a broad range of product categories, including mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage.... More

Sector: Technology

Industry: Personal Computers

Country: United States

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| Dividends
| M&A
| On the move

Wednesday, June 19, 4:03 PM "Nothing has changed regarding the financing ... We expect to have [$5.2B] in the next couple of weeks ... I would provide [$2B], if necessary." Thus speaks Carl Icahn, addressing reports he's struggling to line up financing for his Dell (DELL -0.6%) bid and making a case for his new $14/share tender offer. Unsurprisingly, Dell's special committee isn't enthusiastic about the tender, and says it's still waiting on requested info about Icahn's leveraged recap proposal. Some think Icahn's real motivation is getting Michael Dell/Silver Lake to sweeten their offer. "Icahn is historically known for looking for dislocations," observes one Dell shareholder. 1 Comment [Tech, M&A]
Tuesday, June 18, 1:07 PM Carl Icahn has bought 72M Dell (DELL +0.4%) shares from would-be buyout partner Southeastern Asset (half its stake), and is proposing a $14/share tender offer for 62% of Dell's outstanding shares (1.1B shares). The Southeastern deal makes Icahn Dell's largest outside shareholder. Dell, whose shareholder vote on Michael Dell/Silver Lake's LBO offer remains set for July 18, has edged higher to $13.45. (previous) 3 Comments [Tech, M&A]
Monday, June 17, 2:03 PM Of Dell's (DELL +0.2%) top 21 shareholders, investors owning 18.2% of outstanding shares have signaled their opposition to Michael Dell/Silver Lake's LBO offer, per a spreadsheet created by AllThingsD's Arik Heseldahl. With Michael Dell (13.86% stake) not allowed to vote, the deal needs the backing of ~42% of shares to go through. Hesseldahl notes advisory firms ISS and Glass Lewis haven't yet weighed in, and that their opinions will have a big impact on how index funds owning over 16% of shares end up voting. (Icahn/Dell) Comment! [Tech, M&A]
Friday, June 14, 2:47 PM Odds are growing Carl Icahn and Southeastern Asset will drop their bid for Dell (DELL -0.4%), David Faber reports. Icahn is said to be worried about his ability to raise another $2B in financing. The NY Post reports Icahn recently told potential lenders a financing package set to be finished by today has been delayed, as he tries to strengthen it to address a $3.9B shortfall brought up by Dell's special committee last week. A revised funding package could reportedly be presented next week. Dell shares are 2% below Michael Dell/Silver Lake's $13.65 LBO price. (previous) 1 Comment [Tech, M&A]
Wednesday, June 12, 5:15 PM Dell (DELL) declares $0.08/share quarterly dividend, in line with previous. Forward yield 2.39 %. For shareholders of record July 1. Payable July 22.Ex-div date June 27(PR) Comment! [Dividends]
Friday, June 7, 5:41 PM Carl Icahn and Southeastern Asset have created a shortlist of candidates to replace Michael Dell should their bid for his company (DELL) succeed, Reuters reports. The list bears a strong resemblance to the one former bidder Blackstone created. Oracle president Mark Hurd is on it (even though he claims to be uninterested), and so is former Compaq CEO Michael Capellas, ex-IBM services chief Michael Daniels, and H-P PC chief Todd Bradley. Icahn has already declared "Michael Dell will not be running the company" if his bid wins out. 2 Comments [Tech]
Wednesday, June 5, 2:15 PM A $3.9B funding shortfall could lead the $12/share special dividend attached to Carl Icahn and Southeastern Asset's bid for Dell (DELL -0.1%) to fall to $8.50-$9.35/share, argues Dell's special committee in a presentation justifying its rejection of the offer in favor of Michael Dell/Silver Lake's $13.65/share deal. The committee argues Icahn/Southeastern are underestimating minimum cash needs by $1.7B, and ignoring the need for $1.4B in cash for maturing debt. The presentation amusingly tries to paint as bleak a picture as possible for Dell, highlighting its PC share losses, declining margins, relatively low R&D spend, and x86 server pricing risks (in spite of recent share gains). Shareholders vote on July 18. 11 Comments [Tech]
Friday, May 31, 6:56 AM Dell (DELL) issues a letter to shareholders recommending a yes vote on the Michael Dell-Silver Lake offer to acquire the company for $13.65 per share. 6 Comments [Tech, M&A]
Wednesday, May 29, 2:09 PM Global server sales fell 5% Y/Y in Q1, says Gartner. That's a reversal from Q4's 5% growth, and evidence of both weak IT spending and a shift towards cheaper hardware. #1 IBM, whose hardware unit had an ugly Q1, saw its revenue share fall 250 bps Y/Y to 25.5%. #2 H-P (HPQ), hurt by crumbling Itanium server demand, saw its share fall 280 bps to 25%, and #5 Oracle (ORCL), hit hard by plunging UNIX server sales, saw a 130 bps drop to 4.6%. But #3 Dell's (DELL) share rose 310 bps to 18%, and Cisco (CSCO) cracked the unit share top-5 at 2.3%. The buying habits of Internet companies led non-top-5 vendors to make up 22% of sales, up 370 bps. Sales of x86 servers (mostly INTC-based) grew 1.8%, down from Q4's 6.6%. (IDC's Q4 data) 3 Comments [Tech]
Tuesday, May 28, 1:22 PM IDC has again raised its tablet forecasts: the firm now expects shipments to grow 58.7% in 2013 to 229.3M units. That's up from a March forecast of 190.9M units, which itself was up from a forecast of 172.4M. 55% of shipments are expected to involve sub-8" tablets vs. 27% in 2012. With IDC estimating Q1 shipments rose 142% Y/Y to 49.2M, further hikes don't seem far-fetched. Meanwhile, following a 13.9% Y/Y drop in Q1, IDC now expects PC shipments to fall 7.8% Y/Y in 2013 to 321.9M, and predicts tablet sales will outpace PC sales by 2015. Revenue crossover could take longer, given IDC forecasts a 2013 tablet ASP of $381, and a PC ASP of $635. AAPL and GOOG must be pleased, MSFT, INTC, AMD, DELL, and HPQ less so. 16 Comments [Tech]
Thursday, May 23, 5:12 PM Carl Icahn and Southeastern Asset Management have initiated talks with banks and asset managers to line up commitments for as much as $7B in bridge loans to back their leveraged recapitalization proposal for Dell (DELL), Reuters reports. Icahn and Southeastern are looking to lock in the financing before Dell shareholders meet in July to vote on a rival offer from CEO Michael Dell and Silver Lake Partners. Comment! [Tech]
Thursday, May 23, 11:11 AM The broad selloff isn't touching H-P (HPQ +14.2%) following last night's earnings. Jefferies' Peter Misek weighs in with an upgrade from Sell to Hold. He praises H-P for having the discipline to sacrifice PC market share to retain profitability (unlike DELL; Whitman (transcript): "Maybe that's what you do when you're about to go private.") Misek also likes the cash flow guidance of $7.5B - "(it) materially changed our view of H-P margin, cash flow, and EPS prospects." 2 Comments [Tech, On the Move]
Wednesday, May 22, 12:51 PM Avoid names with hefty PC, server, or printer exposure, says Goldman, lowering its 2013 PC shipment forecast to -6.8% from -3.8% and - pointing at DELL's earnings - warning pockets of price aggression at OEMs could spread. Making the list are sell-rated: HPQ, LXK, and QLGC. H-P reports after the bell. 5 Comments [Tech]
Monday, May 20, 6:50 PM Google (GOOG) roundup: 1) YouTube's video upload rate has passed 100 hours per minute. That's up from 72 hours last year, and 48 the year before. The milestone comes as YouTube expands live streaming support, and announces plans to unify its design across devices/platforms. 2) In July, Dell (DELL) will begin selling Project Ophelia, a $100 USB flash drive-shaped device that allows any monitor with an HDMI port to be turned into an Android PC. Dell is also working on "a keyboard-like technology for users to type when Ophelia is docked to a screen." 6 Comments [Tech]
Monday, May 20, 7:30 AM DELL's board sends another letter to Carl Icahn and Southeastern Asset Management, reiterating its need for more details on their purchase proposal, i.e. how they plan to finance it. "Unless we receive information that is responsive to our May 13 letter, we are not in a position to evaluate whether your proposal (is superior to Dell and Sliver Lake's). Comment! [M&A, Tech]
Thursday, May 16, 6:14 PM Dell (DELL) has "aligned" its pricing strategy to match a competitive environment, says CFO Brian Gladden during the FQ1 call, explaining the mixed results. He also states Dell repaid ~$2B in debt. The services unit is seeing both rising infrastructure/cloud/security sales (+11% Y/Y), and slumping application/BPO sales (-15%). Networking sales +24%, as Force10 continues gaining share. Asia-Pac sales -12% Y/Y (share loss to Lenovo/Asus?), worse than FQ4's -9%. But EMEA -2% vs. -14%, and Americas +1% vs. -10%. (slides) (live blog) (sales breakdown) Comment! [Tech]

anomaly1
Just sell to mike dell and move on. $DELL
Jun 5, 5:03 AM
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NWInvestments: Ummm... No!
Jun 11, 11:50 AM
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David Glodoski: I don't think so either. . . .
Tue, 2:09 PM
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John Vincent
Carl Icahn increased $RIG stake to 6.18% & started new positions in $HLF, $CVRR, $DELL, and $NUAN. Details @ http://bit.ly/14A8JKi
May 18, 4:00 AM
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Ocean Man: Technically, CVRR was a spinoff from something he already owned.
May 19, 10:29 AM
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John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
May 21, 8:28 AM
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Wilson Wang
$DELL, did they miss earnings on purpose to spook investors?
May 16, 4:07 PM
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pundr: and why put c. icahn almost a billion in it, at around 13$? i hope and know icahn will win. and then split and sell the company
May 16, 4:21 PM
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Wilson Wang: I don't think Icahn is going to win... He doesn't even have a plan together.
May 16, 4:27 PM
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wadeyr
$DELL shareholders are literally getting screwed. VIDEO http://bit.ly/15VDWMj
May 11, 9:08 PM
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LYogi
Is Ichan's master plan to wed $BBRY to $DELL?
May 10, 9:27 AM
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ArZa: I certainly hope NOT! In the foreseeable future BB will be most effective as a standalone company.
May 10, 9:59 AM
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Retail Investor
$AAPL $DELL $GOOG $TARO What Bill Ackman and Carl Icahn should be looking at -> http://bit.ly/18j6GKV
May 3, 7:25 AM
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Stone Fox Capital
No surprise that Icahn isn't going to make a $DELL bid.
Apr 21, 2:32 PM
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ltfinger
New Downgrades (4/12/13): $ACC, $ATAX, $AUXL, $CEO, $DELL, $LOGM, $MPW, $NM, $NTES, $PCTI, $PRO, $THR
Apr 15, 9:03 AM
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SA Editor Samir Patel
A rational look at the recent PC estimates. http://bit.ly/14ZViGo $INTC $MSFT $HPQ $DELL
Apr 11, 7:37 AM
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bilton
1Q'13 PC Shipment fall worldwide as more people move to mobile devices: Gartner -11.2%, IDC -13.9%. $MSFT $INTC $AAPL $HPQ $DELL
Apr 10, 6:44 PM
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bilton: These quarterly reports have been published for decades. They're not guesstimates. They're actual numbers from the quarter just ended.
Apr 11, 12:58 AM
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David Jackson: Wonder whether smartphones are cannibalizing PC sales.
Apr 11, 2:09 AM
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LATEST REPLIES

anomaly1
Just sell to mike dell and move on. $DELL
Jun 5, 5:03 AM
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NWInvestments: Ummm... No!
Jun 11, 11:50 AM
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David Glodoski: I don't think so either. . . .
Tue, 2:09 PM
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John Vincent
Carl Icahn increased $RIG stake to 6.18% & started new positions in $HLF, $CVRR, $DELL, and $NUAN. Details @ http://bit.ly/14A8JKi
May 18, 4:00 AM
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Ocean Man: Technically, CVRR was a spinoff from something he already owned.
May 19, 10:29 AM
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John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
May 21, 8:28 AM
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Wilson Wang
$DELL, did they miss earnings on purpose to spook investors?
May 16, 4:07 PM
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pundr: and why put c. icahn almost a billion in it, at around 13$? i hope and know icahn will win. and then split and sell the company
May 16, 4:21 PM
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Wilson Wang: I don't think Icahn is going to win... He doesn't even have a plan together.
May 16, 4:27 PM
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LYogi
Is Ichan's master plan to wed $BBRY to $DELL?
May 10, 9:27 AM
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ArZa: I certainly hope NOT! In the foreseeable future BB will be most effective as a standalone company.
May 10, 9:59 AM
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bilton
1Q'13 PC Shipment fall worldwide as more people move to mobile devices: Gartner -11.2%, IDC -13.9%. $MSFT $INTC $AAPL $HPQ $DELL
Apr 10, 6:44 PM
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bilton: These quarterly reports have been published for decades. They're not guesstimates. They're actual numbers from the quarter just ended.
Apr 11, 12:58 AM
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David Jackson: Wonder whether smartphones are cannibalizing PC sales.
Apr 11, 2:09 AM
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Sunil Shah
$WDC still on Price/Cashflow of 7X whereas $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely!
Apr 10, 10:48 AM
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
Apr 10, 11:02 AM
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Daniel Nadler
Which Tech Hardware Stocks Do Best in the First Week of April: http://stks.co/eP6h $AAPL $QQQ $DELL
Apr 2, 9:58 AM
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jamesingram32: crikey, you could be correct. This morning, pre market, I thought there was no chance. TC mea culpa must be seen as a positive for china
Apr 2, 11:34 AM
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jamesingram32: crikey, you could be correct. This morning, pre market, I thought there was no chance. TC mea culpa must be seen as a positive for china
Apr 2, 11:34 AM
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Chris DeMuth Jr.
Why one investor thinks $DELL could be worth $24/share: http://on.barrons.com/ZtJmox
Mar 30, 8:08 AM
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Chris DeMuth Jr.: That was precisely the reaction that they were looking for when the wrote that proxy.
Mar 30, 9:33 PM
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Moses3rdeye: I had a lot of respect for Micheal Dell before this but what he's trying to do to share holders is sick, holding my short position
Mar 30, 9:56 PM
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Seppo2
NYT: SAC Capital Manager Arrested in Insider Trading Case http://nyti.ms/Xoxl8D $DELL $NVDA $NOK
Mar 29, 12:18 PM
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Seppo2: I am not saying that this is the case, or have any further proof, but it looks and smells like a fish to me...
Mar 29, 7:32 PM
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Yabkong: He's an techno specialist, who knows he may be plotting to bring the downfall of NOK
Mar 29, 9:26 PM
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Chris DeMuth Jr.
Carl Icahn Unleashed: Wall Street's Richest Man Is On The Attack -- Just Ask $DELL's Michael Dell http://onforb.es/10QqCEl
Mar 27, 1:37 PM
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gsterling: What do you think of the stub offering they are supposedly offering as part of the Dell deal?
Mar 27, 1:52 PM
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Chris DeMuth Jr.: I will have to see the details when they come out.
Mar 27, 3:03 PM
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Chris DeMuth Jr.
Looks like a 3-Way - http://bit.ly/14esHwT... battle for $DELL: Silver Lake vs. $BX vs. Carl Icahn as of yesterday. May the best win
Mar 23, 12:51 PM
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Heliopios: I've got faith the negotiations will end near the 17 marker
Mar 25, 1:05 PM
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Moses3rdeye: Downside risk if this thing blows up is too high and upside potential at $15 current best offer isn't worth it.
Mar 26, 11:27 AM
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Chris DeMuth Jr.
$DELL: Dell's Bargain Bin Pricing -- http://bit.ly/11EUIxf
Mar 25, 8:42 PM
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Chris DeMuth Jr.: You had me at "way more than $13.75".
Mar 26, 7:24 AM
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Daniel Nadler
These Tech Hardware Stocks Typically Rally in the Last Week of March: http://goo.gl/snSb8 $AAPL $DELL $HPQ $BBRY $NOK $QQQ
Mar 25, 10:27 AM
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jamesingram32: well, my nok are not obeying the rule this year!
Mar 25, 11:59 AM
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Moses3rdeye
Where does $DELL stock price go if Blackstone doesn't make an offer on Thursday?
Mar 21, 2:21 AM
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Moses3rdeye: Took a small short position at $14.13 I don't think an offer is coming from Blackstone, my gut feels shes gonna tank Monday morning.
Mar 24, 3:03 PM
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Schwarzenblitz: Yep...it has already taken a hit after-hours. I hope I can escape somewhat unscathed with my May '13 $15 calls
Mar 24, 3:26 PM
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Chris DeMuth Jr.
Which current acquisition is the worst deal relative to the target's value? $DELL? $ES? $OUTD? $AUTO.OB? $CLWR? Any bumps/overbids?
Mar 20, 7:55 PM
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SafisKusai: either way there is kind of a floor and i made a nice chunk of change selling bull put spreads (spread because of margin costs)
Mar 21, 12:49 AM
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Chris DeMuth Jr.: Good point well worth mentioning: CLWR is a catastrophe as a standalone going concern which makes weakens their hands in deal talks.
Mar 21, 6:05 AM
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DELL Dell Inc.

DELL

Dell Inc.