Is DELL a buy? - Seeking Alpha

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HEADLINES:

Dell Unites Top Global Women Entrepreneurs in Turkey for Fourth Annual Dell Women’s Entrepreneur Network Event; Virtual Event for Global Audience

Business Wire (Thu, 11:06AM)
Dell Launches Second Phase of Social Media Training for Channel Partners

Business Wire (Thu, 9:00AM)
Dell Unveils Powerful End-To-End Cloud Client Computing Solutions for Citrix Virtualized Desktop Environments to Enable Increasingly Mobile and Cloud-Based Work Styles

Business Wire (Wed, 1:00PM)
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
Sell Dell After Weak Earnings
Richard Cox • Tue, May 21
Dell: Stay Public, Buy BlackBerry
StockSaints • Tue, May 21 • 21 Comments
Hewlett-Packard's Second Quarter Earnings Preview
Profit Fan • Tue, May 21 • 4 Comments
Dell to Enable Hyper-V and Windows Server 2012 Support for OpenStack

Business Wire (Mon, 4:30PM)
Uni-Pixel Inc.: Boom Or Bust Based On Possible Contracts
Tom Dorsey • Mon, May 20 • 53 Comments
Dell's Earnings Reflect The Continued Challenging Business Environment
Trefis • Mon, May 20
Dell to Deliver Public Cloud through Partner Ecosystem

Business Wire (Mon, 11:05AM)
Dell Combines End-to-End Security and High Performance with New Dell Wyse ThinOS 8 and Dual-Core Thin Client

Business Wire (Mon, 9:00AM)
Dell Special Committee Sends Letter To Carl Icahn and Southeastern Asset Management

Business Wire (Mon, 7:00AM)
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
Holland Casino Goes "All In" with Dell Storage

Business Wire (May 17, 2013)
Clear Creek Independent School District Launches Personalized Learning Initiative with Dell, Microsoft and Intel

Business Wire (May 17, 2013)

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

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
Dell: Take The Premium And Run
Stone Fox Capital • Mon, Mar 18 • 48 Comments
Dell's Stock Price Assumes Deal Upgrade
Stocks & Shares • Fri, Mar 15 • 3 Comments
Critical Analysis Of Dell Buyout Plan Shows High-Yield Opportunity In Bonds
Daniel R Moore • Thu, Mar 14 • 5 Comments
The Value Of Dell Using The EBIT Multiple Valuation Method
Jae Jun • Thu, Mar 14 • 6 Comments

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 • 53 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 • 82 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Thu, May 16 • 102 Comments
Danger Zone For This Week: Apple
David Trainer • Wed, May 15 • 248 Comments
Wall Street Breakfast: Must-Know News
Wall Street Breakfast • Fri, May 10 • 63 Comments
Uni-Pixel: Carclo, Kodak, And Apple - Facts And Rumors
Chris Hofmann • Thu, May 9 • 68 Comments
Why We Bought Microsoft: Because 2013 Should Determine Whether Ballmer Stays Or Goes
Helix Investment Research • Wed, May 8 • 30 Comments
Intel's New Management Team Looks Fit For The Challenge
Valuentum • Wed, May 8 • 2 Comments
Akram's Razor: Short CommVault Now
Akram's Razor • Tue, May 7 • 21 Comments
Dell And Ebix - Heads, I Win Now; Tails, I Win Later
John Huber • Tue, May 7 • 6 Comments
Why A Budget iPhone Is A Bad Idea
Wall Street Wisdom • Mon, May 6 • 43 Comments
Cheapness Is An Excellent Catalyst
John Huber • Mon, May 6
EMC: A Rewarding Investment?
Catalyst Investments • Fri, May 3 • 4 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

Movers & Shakers: Thursday’s movers: Home builders buck market trend

at MarketWatch.com (Thu, 4:23PM)
Dell Unites Top Global Women Entrepreneurs in Turkey for Fourth Annual Dell Women’s Entrepreneur Network Event; Virtual Event for Global Audience

Business Wire (Thu, 11:06AM)
Dell Launches Second Phase of Social Media Training for Channel Partners

Business Wire (Thu, 9:00AM)
Slide Show: Most popular American brands in China

at MarketWatch.com (Thu, 7:01AM)
H-P draws cheers as turnaround progresses

at MarketWatch.com (Wed, 6:53PM)
MarketWatch First Take: H-P scores by going against Dell’s tactic

at MarketWatch.com (Wed, 6:24PM)
HP Shares Soar After Earnings, Outlook Beat

at CNBC.com (Wed, 6:01PM)
Dell Unveils Powerful End-To-End Cloud Client Computing Solutions for Citrix Virtualized Desktop Environments to Enable Increasingly Mobile and Cloud-Based Work Styles

Business Wire (Wed, 1:00PM)
Earnings Outlook: H-P expected to post drop in sales, earnings

at MarketWatch.com (Wed, 10:18AM)
Early Movers: HD, BBY, URBN, DELL & More

at CNBC.com (Tue, 8:17AM)
Apple Stock Valuation 'Crazy': Former CEO Sculley

at CNBC.com (Mon, 6:14PM)
Dell to Enable Hyper-V and Windows Server 2012 Support for OpenStack

Business Wire (Mon, 4:30PM)
After-Hours Buzz: URBN, TIVO, CCL & More

at CNBC.com (Mon, 4:29PM)
Dell to Deliver Public Cloud through Partner Ecosystem

Business Wire (Mon, 11:05AM)
Plot Thickens: Hedge Fund Owner Gets Subpoenaed

at Fox Business (Mon, 10:15AM)
Pen Pals: Dell Committee Writes Another Letter to Icahn

at Fox Business (Mon, 9:45AM)
Dell Combines End-to-End Security and High Performance with New Dell Wyse ThinOS 8 and Dual-Core Thin Client

Business Wire (Mon, 9:00AM)
Dell Special Committee Sends Letter To Carl Icahn and Southeastern Asset Management

Business Wire (Mon, 7:00AM)
Stocks Rally for 4th-Straight Week; Dow, S&P 500 Jump to New Highs

at CNBC.com (May 17, 2013)
SAC Insider Trading Probe Takes New Turn

at Fox Business (May 17, 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

All
| Earnings
| Dividends
| M&A
| On the move

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]
Thursday, May 16, 4:22 PM More on Dell: Revenue only fell 2% Y/Y after dropping 11% in FQ4 - Carl Icahn will notice. But gross margin -140 bps Y/Y to 20.6%; Dell was apparently willing to price more aggressively. Spending picked up: SG&A 15.7% of revenue vs. 13.9% a year ago, R&D 2.2% vs. 1.7%. Desktop sales only -2%, much better than FQ4's -14%. Notebooks -16% vs. -25%. PCs 49% of sales. Servers/networking (19% of sales) still strong, +14% vs. +18%. Storage still weak, -10% vs. -13%. Services +2%, up from -3%. 3rd-party software/peripherals -6% vs. -11%. $295M in Dell software sales (lifted by Quest). No guidance. DELL unchanged. CC at 4:45PM ET (webcast) (PR) 7 Comments [Tech, Earnings]
Thursday, May 16, 4:02 PM Dell (DELL): Q1 EPS of $0.21 misses by $0.14. Revenue of $14.1B beats by $0.58B. (PR) 2 Comments [Earnings, Breaking News, Tech]
Thursday, May 16, 5:00 AM Based on his latest 13F filing with the SEC, Carl Icahn put in a solid Q1 as the value of his holdings rises from $12.9B at the end of Q4 to $16.9B as of March. New additions include loudly trumpeted stakes in Herbalife (HLF) and Dell (DELL) as well as a 3.7M share stake in Nuance Communications (NUAN). Icahn's Netflix (NFLX) stake remains on the books and is now worth more than $1B. Comment!
Thursday, May 16, 12:10 AM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, BRCD, DELL, JCP, JWN, SINA, VNET Comment! [Earnings]
Wednesday, May 15, 5:35 PM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, BRCD, DELL, JCP, JWN, SINA, VNET Comment! [Earnings]
Tuesday, May 14, 11:38 AM Dell (DELL -0.6%) will deliver its FQ1 report on Thursday instead of next Tuesday and EPS will miss estimates, David Faber reports. Though light on details, Faber says annualized operating income will be "well below" the $3B the Street is looking for, and notes weaker free cash flow will hurt the ability of a buyer to lever up the company. Shares are down to $13.44, 2% below Michael Dell/Silver Lake's $13.65 offer price. Update: Dell confirms its FQ1 report will now arrive on Thursday afternoon. 5 Comments [Tech, Earnings, Breaking News, Top Stories]
Monday, May 13, 5:02 PM Carl Icahn and Southeastern Asset issue their nominations for Dell's (DELL) board. The 12-person nominee list includes Icahn, Southeastern CEO Bernard Lanigan, Jr., and former Lawson Software CEO Harry Debes. (previous) Comment! [Tech, Breaking News]
Monday, May 13, 7:46 AM A special committee of the DELL board pens a letter to Carl Icahn asking for details on his potential new offer, particularly how he intends to finance it. It's a question, says Dan Primack, Icahn is in no position to answer. Shares -0.4% premarket. 5 Comments [Tech, Breaking News]
Friday, May 10, 12:50 PM "If our board is elected, Michael Dell will not be running the company," says Carl Icahn on CNBC, making it clear there's no love lost between him and Dell's (DELL +1.2%) leadership. Icahn declares Michael Dell is "stealing the company," and that his actions are "like something out of Saturday Night Live." He promises bridge loan guarantees for his offer will arrive, though they aren't done yet, and that he'll provide $2B himself if all else fails. (previous) Update: Icahn also suggests Dell's PC business could be on the block if his bid succeeds. 7 Comments [Tech]
Friday, May 10, 11:10 AM Dell (DELL +0.8%) barely budges on news of Carl Icahn and Southeastern Asset's bid for the company. Like his earlier offer, Icahn plans to finance the deal using Dell's cash/receivables and a $5.2B bridge loan, but there's no special dividend this time. Icahn/Southeastern have filed their letter to Dell's board with the SEC: among other things, they estimate Dell's post-acquisition equity stub will earn $0.50-$0.89/year in pre-tax EPS, assuming (perhaps optimistically?) only 20% of shareholders opt to receive their $12/share payout in stock. 1 Comment [Tech, M&A]

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.
Sun, 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.
Tue, 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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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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LATEST REPLIES

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.
Sun, 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.
Tue, 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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Chris DeMuth Jr.
$DELL +>2.25% after hours. I'd like to think it was my article (http://seekingalpha.com/a/riuv) but it probably is $BX coming over the top.
Mar 18, 9:47 PM
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pundr: i hope we are seeing a higher bid price, iam very sure. icahn, southeastern, blackstone, the make this thing happen
Mar 19, 4:59 AM
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Chris DeMuth Jr.: I know and like the people at $BX. They will do what makes sense for them; in this case, there are deals with $DELL that make sense.
Mar 19, 7:49 AM
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DELL Dell Inc.

DELL

Dell Inc.