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Cheapness Is An Excellent CatalystJohn Huber • Mon, May 6
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M&A Bankers Stay Away As Elephant Hunters PlayWade Slome • Mon, Apr 22 -
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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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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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- | Earnings
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- | M&A
- | On the move
- Wednesday, March 6, 2:37 PM More on Icahn/Dell: David Faber reports Icahn has a 100M-share position, has met with advisers to Dell's special committee, and is pushing for a leveraged re-cap instead of an LBO. He's expected to come out against the deal and call for a one-time special dividend - the special committee is said to be worried it can't lever up enough to make the kind of payout Icahn wants. 1 Comment [Tech, M&A]
- Wednesday, March 6, 2:28 PM Carl Icahn has taken a 6% stake in Dell (DELL +0.9%), CNBC reports. Shares have jumped to $14.25 on the news, putting them 4.4% above Dell's $13.65/share LBO price. If the report is true, Southeastern Asset and other shareholders fighting for a higher bid just got themselves a big ally. (earlier) 4 Comments [Tech, M&A, On the Move, Breaking News]
- Wednesday, March 6, 8:36 AM Dell's (DELL) special committee of independent directors finds, after over five months of analysis, that "the sale of the company would be the best alternative for stockholders." The panel "negotiated aggressively" to agree a buyout offer of $13.65/share from Michael Dell and P-E firms. Meanwhile, the go-shop process will continue until the scheduled end of March 22. (PR) Comment! [Tech, Consumer, M&A]
- Tuesday, March 5, 1:53 PM PC industry forecasts continue to head lower: IDC sees industry shipments falling 1.3% this year to 345.8M. That's below a prior forecast for a 2.8% increase, and a 2013, and comes in the wake of a 3.7% drop in 2012. Shipments to "mature markets" are seen falling 4%, while emerging market are expected to eke out 0.6% growth - that mix shift benefits Lenovo (LNVGY.PK) and Asus, and hurts H-P (HPQ) and Dell (DELL). For the record, IDC expects tablet shipments to hit 172.4M in 2013. Comment! [Tech]
- Tuesday, March 5, 7:16 AM Southeastern Asset Management and Longleaf Partners send a Demand Letter to Dell (DELL), noting again their displeasure with the buyout deal. Interestingly, Southeastern has been selling Dell stock, more than 1.5M shares over the past month (it still owns 146.6M shares). Dell +0.4% to $14 premarket. 2 Comments [Tech]
- Thursday, February 28, 1:34 PM Server sales rose 3.1% Y/Y in Q4 after falling 4% in Q3, says IDC. But nearly all of this growth went to non-top-5 OEMs, thanks to the do-it-yourself approach of Web/cloud firms behind most of the increase. Sales of the "densely optimized servers" these firms often prefer rose 66%. #1 IBM's share was flat Y/Y at 36.5%, but #2 H-P's (HPQ) fell 160 bps to 24.8% thanks to weak high-end sales. #3 Dell (DELL) +30 bps to 15.1%, #4 Oracle (ORCL) -110 bps to 4.1% (poor UNIX demand). Fujitsu is #5, and Cisco (CSCO), whose UCS blade server sales are soaring, is now #6. Comment! [Tech]
- Wednesday, February 20, 6:25 PM Morningstar's Ultimate Stock Pickers recently have displayed more breadth than depth in its high-conviction and new-money purchases, even with the increase in investor inflows in early part of 2013. Their newest top 10: TJX, GILD, AIG, BAC, AAPL, DVN, ORCL, WFC, DELL, KO. 7 Comments [Quick Ideas]
- Tuesday, February 19, 4:59 PM More on Dell: The revenue beat might provide ammo for those wanting a higher LBO price. But many numbers are still bleak. Notebook sales -25%, desktops -14%, 3rd-party software/peripherals -11%, storage -13%, services -3%. Though lifted by M&A, servers/networking still a bright spot, +18% with Force10 up 100%+. Large enterprises -7%, SMBs -5%, public -9%, consumer -24%. Gross margin was 21.7%, +80 bps Q/Q and -60 bps Y/Y. Thanks to revenue drop, opex 16.8% of sales vs. 15.3% a year ago. DELL +0.4% AH to $13.85. CC about to start (webcast). (PR) (FQ3 data) Comment! [Tech, Earnings]
- Tuesday, February 19, 4:07 PM Dell (DELL): FQ4 EPS of $0.40 beats by $0.01. Revenue of $14.31B (-11% Y/Y) beats by $190M. No guidance provided. Shares +0.2% AH. (PR) Comment! [Tech, Earnings, Breaking News]
- Tuesday, February 19, 7:52 AM 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. 1 Comment [Tech, Consumer, Earnings]
- Tuesday, February 19, 12:10 AM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP, SHO, SINA, TEX, ZIXI Comment! [Earnings]
- Monday, February 18, 5:35 PM Notable earnings after Tuesday’s close: ADI, AMRS, ANAD, BAS, BJRI, CF, DELL, DX, FNF, GTAT, HLF, LLNW, MAR, MDRX, MM, NBR, NFX, QEP,SHO, SINA, TEX, ZIXI Comment! [Earnings]
- Thursday, February 14, 9:48 AM Dell (DELL +0.3%) is planning to hold shareholder meetings to gauge investor willingness to support its LBO and is also planning an official response to the criticism it has received, Bloomberg reports. Silver Lake is said to oppose raising the LBO price, but nonetheless wants to learn if shareholders "would expect a bump of more than $1 a share or as little as 15 cents." Dell shares have been "bumped" to $13.81 in early trading. (yesterday: I, II) Comment! [Tech, M&A]
- Wednesday, February 13, 2:31 PM Bernstein and Maxim have downgraded Dell (DELL +0.4%), citing risk/reward concerns. Bernstein thinks there's "a small risk" the LBO gets scuttled thanks to opposition, and Maxim believes the current offer is "within 10%" of a threshold beyond which the deal no longer makes sense to the LBO consortium. Dan Primack notes the deal requires 42% of shareholder votes (on top of Michael Dell's) to pass - institutions controlling 14% have signaled their opposition, and none have given their support. (earlier) Comment! [Tech]
- Wednesday, February 13, 11:18 AM Dell (DELL +0.8%) rises to $13.90 after sources tell dealReporter Michael Dell and Silver Laker might increase their LBO offer in response to growing shareholder opposition to the current $13.65/share deal. Count Topeka's Brian White among those who see a higher bid eventually arriving. 5 Comments [Tech, M&A]
- Tuesday, February 12, 4:45 PM Pzena Investment Management (PZN): Q4 EPS of $0.08 misses by $0.01. AUM of $17.1B, up from $13.5B a year ago, with market gains accounting for 75% of the increase. The firm is a large holder of DELL and CEO Richard Pzena opposes the LBO. The conference call is set for 10 AM ET tomorrow. (PR) Comment! [Earnings, Financials]
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pundr: the idiots like cramer, sell sell bla bla bla. the company is in freefall. tomorrow they are out of business.... i think in the end
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pundr: the raise the price to 15-17$ and the deal goes trough. Long DELL!
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Paul Zimbardo
#Apple, #Samsung And Irrational Pessimism http://bit.ly/13Lcsr6 #AAPL $AAPL #DELL $DELL #Stocks #iPhone #iPad #News #Investing - View all 0 replies
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StockViews
According to CNBC, Chanos still short $DELL. "I'm puzzled here. Are people looking at the balance sheet and cash flow of this company?" - View all 1 replies
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xcobrastripesx: Shorts are hoping dell withdraws his offer and the share price tanks...
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Todd Johnson
$DELL bought some calls with Carl Icahn taking a 6% stake in Dell. Longleaf & T Rowe Price back "no go" on Michael's takeout. - View all 0 replies
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xcobrastripesx: Icahn just loves to pick fights......first ackman, now dell.
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XRTrader: Exactly James - AAPL can add 3-5% EPS growth per year by buying back shares, on top of whatever growth they experience naturally. -
mitrado: ... and if AAPL buyback plan is as effective as HPQ's, will we be looking at AAPL around $50 a share in 2 years?
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Paul Zimbardo
Apple, Samsung And Irrational Pessimism http://seekingalpha.com/a/qnk7 #AAPL $AAPL #DELL $DELL #Stocks #Apple #iPhone #iPad #News #Investing - View all 0 replies
LATEST REPLIES
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Maria Auziliadora: Although Dell has not denied they made the offer it makes me think and they know that FIO is the cloud for AAPL and FB makes me think
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Takeover Analyst
Everyone seems to love AAPL. What about DELL or HPQ? They are considerably undervalued, in my view. - View all 3 replies
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alan.greenscam
DELL down, who cares, power manipulators & shorts afraid to let the DOW cross 13000 lol, just a matter of time that real longs win!! - View all 4 replies
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Husky Financial: i feel like a condescending parent bragging about how they used to walk to school in 2 ft of snow, "You call THIS red? Back in my day, -
Husky Financial: we had 1% down moves! Some days 2, 3, or even 4 percent! Ahhh, 2011... the glory days"
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Michael Bryant
"Exclusive: Dell plots late-2012 consumer tablet launch." DELL will fail miserably. http://yhoo.it/xSPCoD - View all 4 replies
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Michael Bryant: DAG: Dell's ev/EBITDA is 3.99, within buyout territory. Question is who wants Dell. Microsoft could buy it and become almost like Apple.
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Insightful Investor
Interesting how DELL not moving much lower on a rather disappointing revenue report - View all 2 replies
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0ZJ: Stock buyback talk and relatively subdued market action working in its favor? -
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Native Texan: Blahahahahaha! No, unlike unions and communists, I beleive in Liberty for Corporations too.
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1980XLS: I would like to see the Pictures of them, to decide weather justified, LOL
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Thomas Pan
DELL: If we set up a warehouse or distribution center and we have 100 jobs there, we will have a line of 10,000 people waiting outside - View all 3 replies
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