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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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at CNBC.com (Fri, 4:20PM)
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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
- | Dividends
- | M&A
- | On the move
- 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]
- Tuesday, February 12, 12:37 PM Dell (DELL +0.7%) ticks higher to $13.79 on news T. Rowe Price (the company's 3rd-largest shareholder) won't support the $13.65/share LBO deal. "We believe the proposed buyout does not reflect the value of Dell, and we do not intend to support the offer as put forward," says investment chief Brian Rogers. (more) 5 Comments [Tech, M&A]
- Monday, February 11, 5:20 PM Though Dell's (DELL +0.7%) board insists Michael Dell/Silver Lake's LBO offer is the best available option for investors, shares rose to $13.70 today, putting them above the $13.65 LBO price. Today, CNBC reported (video) disgruntled investor Pzena Investment (previous) is arguing Dell is worth $25/share, even more than the $24/share asserted by Southeastern Asset Management. 2 Comments [Tech, M&A]
- Monday, February 11, 7:39 AM "(We) considered an array of strategic alternatives," says Dell's (DELL) board, responding to the dissident shareholders (14A). In addition to normal deliberations, the board hired a prominent management consultant for assistance. The buyout offers a price premium and "shifts the risks" of the business to the buyer group. 2 Comments [Tech, Breaking News]
- Sunday, February 10, 6:15 PM Einhorn's Apple (AAPL) proposal is pretty much the stub stock idea made famous by Joel Greenblatt, writes The Brooklyn Investor, showing how issuing $50B in preferred would theoretically add $32/share in value. In cases where an underleveraged firm won't lever up, Greenblatt reminded an investor can and should create their own leverage using LEAPs. This spreadsheet (from May) on Greenlight's site details Einhorn's preferred idea for not just Apple, but DELL, GM, MRVL, and MSFT. 34 Comments [Tech]
- Friday, February 8, 6:44 PM Three Dell (DELL +0.7%) investors owning a combined 3.3% of the company - Harris Associates, Yacktman Asset Management, and Pzena Investment Managment - have joined Southeastern Asset Management (8.5% stake) in opposing the Dell LBO, Reuters reports. Dell ticked higher to $13.63 today, putting it within a hair's breadth of its $13.65/share LBO price. For now at least, the LBO consortium isn't budging. 17 Comments [Tech, M&A]
- Friday, February 8, 3:16 PM Southeastern Asset Management (now an 8.5% owner) intends to use "all options at our disposal" to oppose the Dell (DELL) buyout (13D). The $13.65/share offer price, Southeastern says, puts a value of less than $1/share on the PC, server, and software and peripherals businesses combined. Total corporate value is closer to $24/share. 7 Comments [Tech, Breaking News]
- Friday, February 8, 4:50 AM Southeastern Asset Management, Dell's (DELL) largest independent shareholder with a 7.5% stake, reportedly believes that the $24.4B buyout undervalues the company. Southeastern's dissatisfaction adds to that of other shareholders such as Alpine Capital Research and Schneider Capital Management, who have said they'll vote against the deal. 9 Comments [Tech, Consumer, Top Stories, M&A]
- Wednesday, February 6, 6:48 PM Dell (DELL +0.7%) is seeking $13.8B in loans to carry out its $13.65/share LBO, the company discloses in an 8-K. Bankers plan to raise a $4B term B loan, a $1.5B term C loan, a $2B asset-backed loan, $3.25B in bridge loans, and $3B in receivables financing facilities. Also: Michael Dell is investing $500M of his own capital on top of his stake in the company. Dell ticked higher to $13.52 today as shareholder criticism of the LBO mounts. 3 Comments [Tech]
- Tuesday, February 5, 6:52 PM Dell (DELL +1.1%) doesn't plan to carry out huge job cuts or asset sales post-LBO, sources tell Henry Blodget. Instead, the company's turnaround hopes are being pinned on enterprise R&D investments and a focus on providing soup-to-nuts solutions (PCs included) for SMBs (rather than battling with IBM, H-P, Oracle, etc. over the IT budgets of major enterprises). Meanwhile, some big shareholders are already criticizing the deal. (previous) 1 Comment [Tech]
- Tuesday, February 5, 3:14 PM With shareholder lawsuits getting underway, details about the Dell (DELL) board's due diligence leak out. Breaking the company up into a PC business and a data-center operation was one consideration. Also explored was the a dividend recapitalization. At the end, the board decided a buyout was the best path. 1 Comment [Tech]
- Tuesday, February 5, 12:13 PM It begins: The first of what should be many class-action suits related to the Dell (DELL +0.8%) LBO deal has been filed. Meanwhile, H-P (HPQ +2%) is using the occasion to tell Dell clients "leveraged buyouts tend to leave existing customers and innovation at the curb." The struggling IT giant also proclaims that "with a significant debt load, Dell's ability to invest in new products and services will be extremely limited." The irony is pretty thick. (previous) 1 Comment [Tech, M&A]
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SKS1586: I agree with you my friend. BUT I am a Trader. I sell with small profit (way before maximum profit) to create CASH for better opportunities.
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xcobrastripesx
$DELL has been in tight range trading all day....PRICE FIXING! Reminds me of the $FB IPO.... - View all 4 replies
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xcobrastripesx: I understand that but moving in a .02 range for days on end is odd, even after a buyout offer. $CLWR is showing more normalized behavior.
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losbronces: I would say that narrow range is a bit odd. I would expect more movement given that a $0.25 range is in play.
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Seppo2: My wife has Dell Latitude laptop and the build quality is clearly much poorer in Dell, and it cost roughly the same as my Twist! -
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SKS1586: joe kelly - I reduce or remove my positions for creation of CASH. Therefore I leave trades with much less profit than most Investors/Traders
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Ashraf Eassa
Working on an opinion piece about what most PC vendors are doing wrong $HPQ, $DELL, and what one is doing right... - View all 7 replies
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vbuster521: I actually ended up buying long. Saw a CNBC interview and a article that caught my eye before close
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SA Editor Samir Patel
$DELL currently trading at $13.66, a penny above the LBO price. Maybe the market thinks Denali can be convinced to pay a higher price? - View all 1 replies
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inandoutnevertoolate: Almost seems like a good short at this price, given the renewed uncertainty surrounding LBO's success in the near future.
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ReligiousWacko
$DELL .. my 2000 shares says increase dividend and keep public OR increase buyout price. Go SAM! - View all 1 replies
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Chris DeMuth Jr.: There is a good chance of one of these outcomes. A third choice would be to offer an equity option. Will certainly be interesting to see.
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MagicDiligence
Question for $DELL management: If $13.64 is such a good price, why were you buying back shares at over $18 less than 12 months ago? - View all 3 replies
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Chris DeMuth Jr.
$AAPL, $DELL, $GM, $MRVL, and $MSFT details in the presentation Greenlight Opportunistic Use of Preferreds: http://bit.ly/WDzhc8 - View all 0 replies
LATEST REPLIES
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CRUDE GOLD: TVIX : You better believe it. We recommend building position slowly on the way (up?) to SP 1240. No stop loss, no crash helmet. Just faith.
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Moon Kil Woong
I'd take any upside move on DELL as an opportunity to dump Dell if you haven't already. - View all 1 replies
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