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Business Wire (Thu, 9:00AM)
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Sell Dell After Weak EarningsRichard Cox • Tue, May 21 -
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Business Wire (Mon, 4:30PM)
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Business Wire (Mon, 11:05AM)
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Business Wire (Mon, 9:00AM)
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Business Wire (Mon, 7:00AM)
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Business Wire (May 17, 2013)
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Business Wire (May 17, 2013)
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Sell Dell After Weak EarningsRichard Cox • Tue, May 21
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Cheapness Is An Excellent CatalystJohn Huber • Mon, May 6
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Dell's CEO Discusses F3Q 2013 Results - Earnings Call TranscriptThu, Nov 15, 2012 • 1 Comment
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Dell Management Discusses Q2 2013 Results - Earnings Call TranscriptTue, Aug 21, 2012
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Dell's CEO Hosts 2012 Dell Analyst Meeting (Transcript)Thu, Jun 14, 2012
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Dell Management Discusses Q1 2013 Results - Earnings Call TranscriptTue, May 22, 2012
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Dell's CEO Discusses Q4 2012 Results - Earnings Call TranscriptTue, Feb 21, 2012
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Dell's CEO Discusses Q3 2012 Results - Earnings Call TranscriptWed, Nov 16, 2011 • 2 Comments
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Dell's CEO Discusses Q2 2012 Results - Earnings Call TranscriptTue, Aug 16, 2011 • 1 Comment
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Dell's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, May 17, 2011
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Dell's CEO Discusses Q4 2011 Results - Earnings Call TranscriptTue, Feb 15, 2011
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Dell CEO Discusses F3Q2011 Results - Earnings Call TranscriptThu, Nov 18, 2010
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Dell CEO Discusses F2Q2011 Results - Earnings Call TranscriptThu, Aug 19, 2010
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Dell Inc. F1Q11 (Qtr End 04/30/2010) Earnings Call TranscriptThu, May 20, 2010
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Dell Inc. F4Q10 (Qtr End 01/29/10) Earnings Call TranscriptThu, Feb 18, 2010
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Dell Perot Systems Integration Conference Call TranscriptWed, Dec 16, 2009 • 1 Comment
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Dell Inc. F3Q10 (Qtr End 09/30/09) Earnings Call TranscriptThu, Nov 19, 2009 • 1 Comment
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Dell Inc. F2Q 2010 (Qtr End 07/31/09) Earnings Call TranscriptThu, Aug 27, 2009
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Dell F1Q10 (Qtr End 5/1/09) Earnings Call TranscriptThu, May 28, 2009
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Dell Inc. Q4 2009 Earnings Call TranscriptThu, Feb 26, 2009
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at MarketWatch.com (Thu, 4:23PM)
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Business Wire (Thu, 9:00AM)
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at MarketWatch.com (Thu, 7:01AM)
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at MarketWatch.com (Wed, 6:53PM)
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at MarketWatch.com (Wed, 6:24PM)
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at CNBC.com (Wed, 6:01PM)
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at MarketWatch.com (Wed, 10:18AM)
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at CNBC.com (Tue, 8:17AM)
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at CNBC.com (Mon, 6:14PM)
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Business Wire (Mon, 4:30PM)
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at CNBC.com (Mon, 4:29PM)
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Business Wire (Mon, 11:05AM)
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at Fox Business (Mon, 10:15AM)
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at Fox Business (Mon, 9:45AM)
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Business Wire (Mon, 9:00AM)
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Business Wire (Mon, 7:00AM)
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at CNBC.com (May 17, 2013)
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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
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- | 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]
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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 - View all 2 replies
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Ocean Man: Technically, CVRR was a spinoff from something he already owned. -
John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
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pundr: and why put c. icahn almost a billion in it, at around 13$? i hope and know icahn will win. and then split and sell the company -
Wilson Wang: I don't think Icahn is going to win... He doesn't even have a plan together.
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ArZa: I certainly hope NOT! In the foreseeable future BB will be most effective as a standalone company.
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Retail Investor
$AAPL $DELL $GOOG $TARO What Bill Ackman and Carl Icahn should be looking at -> http://bit.ly/18j6GKV - View all 0 replies
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SA Editor Samir Patel
A rational look at the recent PC estimates. http://bit.ly/14ZViGo $INTC $MSFT $HPQ $DELL - View all 0 replies
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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.
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David Jackson: Wonder whether smartphones are cannibalizing PC sales.
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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! - View all 1 replies
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
LATEST REPLIES
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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 - View all 2 replies
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Ocean Man: Technically, CVRR was a spinoff from something he already owned.
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John Vincent: Yes, CVRR is a spin-off from CVI that IPOed on 1/17/2013 at around $25.
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- View all 3 replies
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pundr: and why put c. icahn almost a billion in it, at around 13$? i hope and know icahn will win. and then split and sell the company
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Wilson Wang: I don't think Icahn is going to win... He doesn't even have a plan together.
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- View all 1 replies
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ArZa: I certainly hope NOT! In the foreseeable future BB will be most effective as a standalone company.
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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.
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David Jackson: Wonder whether smartphones are cannibalizing PC sales.
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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! - View all 1 replies
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
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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 - View all 2 replies
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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 -
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
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Chris DeMuth Jr.
Why one investor thinks $DELL could be worth $24/share: http://on.barrons.com/ZtJmox - View all 3 replies
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Chris DeMuth Jr.: That was precisely the reaction that they were looking for when the wrote that proxy.
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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
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Seppo2
NYT: SAC Capital Manager Arrested in Insider Trading Case http://nyti.ms/Xoxl8D $DELL $NVDA $NOK - View all 10 replies
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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...
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Yabkong: He's an techno specialist, who knows he may be plotting to bring the downfall of NOK
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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 - View all 3 replies
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gsterling: What do you think of the stub offering they are supposedly offering as part of the Dell deal?
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Chris DeMuth Jr.: I will have to see the details when they come out.
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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 - View all 16 replies
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Heliopios: I've got faith the negotiations will end near the 17 marker -
Moses3rdeye: Downside risk if this thing blows up is too high and upside potential at $15 current best offer isn't worth it.
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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 - View all 1 replies
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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.
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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
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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)
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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.
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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. - View all 4 replies
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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
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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.