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DELL
Dell Inc.

5/27/2012, 7:47 PM ET
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DELL Market Currents more »
  • Friday 6:01 PM Quest Software (QSFT -0.1%) shares dived in the final minutes of trading to $25.15 after Reuters reported Dell (DELL) is expected to reach a deal to buy the company, perhaps as soon as this weekend, but at a price of $23-$26/share. Before the story broke, Quest traded as high as $26.73 on a Bloomberg report that mentioned Dell's interest, but didn't name a price. Reuters adds Dell's post-earnings crash led a prior deal to fall apart.
    Comment!
    [Tech, On the Move, M&A]
  • Friday 5:41 PM Morningstar's Theo Francis takes a look at the 14-A filed by Dell (DELL) for its July 13 stockholder meeting, and finds some interesting details. Among them: Michael Dell's compensation package for the year rose over 3x to $16.1M, in spite of his company's less-than-stellar performance; $2.7M was spent on security for Dell and his family; and services chief Stephen Schukenbrock received $1.9M in relocation benefits in order to move 200 miles.
    2 Comments
    [Tech]
  • Friday 11:38 AM Neowin.net provides details about Dell's (DELL) first Windows 8 (MSFT) tablet. The specs appear ho-hum: a 10.1" display, a dual-core Intel (INTC) Clover Trail CPU with integrated graphics; dual cameras; a solid-state drive; and a thickness of 0.4" (the new iPad is at 0.37") . Expect H-P, Nokia, and about a dozen or so Asian OEMs to launch similar hardware, only with some models sporting ARM-based (ARMH) CPUs instead. (more on Windows 8)
    2 Comments
    [Tech]
  • Friday 9:42 AM Quest Software (QSFT +4.3%) jumps to $26.26, 14% above IVP's $23/share buyout price, following a Bloomberg report that Dell (DELL) is interested in the systems management software vendor. Following Dell's recent crash, Quest's market cap is nearly equal to 10% of Dell's. A Dell buyout could lead to interest from another IT giant in Quest rival BMC Software (BMC +1.1%), which is under pressure to sell itself.
    Comment!
    [Tech, On the Move, M&A]
  • Friday 4:44 AM Dell (DELL) is in talks to buy Quest Software (QSFT), Bloomberg reports, as the PC maker continues its strategy of shifting its focus to higher-end business customers. In March, Quest agreed to sell itself to P-E firm Insight for $2B, or $23-a-share, although it then received other offers during a "go-shop" period.
    Comment!
    [Tech, M&A, Top Stories]
  • Thursday 9:38 AM Though reiterating a Market Perform on H-P (HPQ +4.7%), BMO sees it as a better play than Dell (DELL -0.6%), following H-P's FQ1 beat and restructuring announcement. Dell's efforts to improve margins "will take too long to play out," BMO argues, whereas H-P will get a boost over the next few quarters from its restructuring. The fact Dell is underperforming a bit this morning suggests the Street takes H-P's results as evidence Dell's problems are partly of its own making. (HPQ transcript)
    Comment!
    [Tech, Quick Ideas]
  • Wednesday 1:30 PM Though many tech names are selling off following Dell's (DELL -17.8%) FQ1 miss, Apple (AAPL +0.5%) is outperforming again. The iPad is undoubtedly the biggest culprit behind the tablet cannibalization partly blamed for Dell's weak notebook sales, and the fact Dell suggests this trend is also affecting enterprise sales a bit has to be spooking investors. Meanwhile, it's reported a court-suggested meeting between Apple and Samsung's (SSNLF.PK) CEOs "yielded no compromise."
    14 Comments
    [Tech, On the Move]
DELL in Focus more »
DELL News more »
DELL Instablog posts more »
  • Plastiques Du Val De Loire SA Even Your Computer & Smart Phone Is Likely Made Of Their Plastic
    Sun, May 27 • V.I.P. • Comment!
  • Stock Rebound Comes Into Question
    Fri, May 25 • TomAspray • Comment!
  • The Dow And Russell 2000 Close Positive As The NASDAQ 100 Limps Into The Close
    Fri, May 25 • Joshua Hayes • Comment!
  • Stocks Race Off The Lows As European Bank Recapitalization Rumors Fuel Rally
    Thu, May 24 • Joshua Hayes • Comment!
  • Dell Reports First Quarter Financial Results
    Wed, May 23 • Tim Travis • Comment!
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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