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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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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
- 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]
- 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]
- Friday, May 10, 12:03 AM More on Icahn/Dell: The WSJ and NYT report Icahn and Southeastern will offer shareholders $12/share that can be taken in cash or stock, to go with the option to maintain additional shares in a recapitalized Dell. In a letter to Dell's board, Icahn/Southeastern effectively threaten to go to the courts if investors don't get a chance to vote on their offer. "Either give shareholders the real choice they are entitled to or face the legal liability for your failures." Comment! [Tech, M&A]
- Thursday, May 9, 11:40 PM Carl Icahn (stake capped at 10%) is partnering with Southeastern Asset (8.4% stake) to wage a proxy battle to acquire Dell (DELL), CNBC reports. Icahn and Southeastern will reportedly offer $12/share in cash, and finance the rest of the deal with debt. No details yet on what the exact premium will be relative to Silver Lake and Michael Dell's $13.65/share LBO offer. (Dell/Icahn agreement: I, II) Comment! [Tech, M&A]
- Monday, May 6, 11:48 AM As its investors continue to mull Silver Lake's LBO offer, Dell (DELL +0.1%) announces it's buying Enstratius, a developer of software for managing apps deployed across public, private, and hybrid clouds (many enterprises are now using some mixture of the 3). Enstratius claims support for 20+ cloud platforms, including Amazon Web Services, Windows Azure, and OpenStack. The purchase complements Dell's Quest systems management software unit and its Boomi cloud integration tool unit, and the company's broader goal of relying more on enterprise software and less on PCs. Comment! [Tech, M&A]
- Wednesday, April 24, 12:43 PM The Oakmark Funds, which owned 1.4% of Dell (DELL +1.3%) at the end of Q1, has unloaded its stake in the company following Blackstone's decision to withdraw its bid. Oakmark: "Since [Blackstone] had information we didn't, we believed it was prudent to assume they might be right." With Oakmark out, PC demand cratering, and Carl Icahn reportedly unlikely to follow through on his preliminary offer, the odds of Silver Lake's LBO bid winning out (provided the firm remains committed to it) are starting to look good. Comment! [Tech, M&A]
- Friday, April 19, 4:13 PM More on Dell: Though Carl Icahn is deemed unlikely to go through with his preliminary offer for Dell, the WSJ reports he will "consider a hostile bid" in the event Dell shareholders shoot down Silver Lake/Michael Dell's LBO offer. Southeastern Asset and other top shareholders have been quite hostile to Silver Lake's offer, but will recent PC industry data make them reconsider? 2 Comments [Tech, M&A]
- Friday, April 19, 7:26 AM DELL falls 2.5% to $13.60 after Blackstone informs the computer-maker's board it isn't interested in pursuing a bid for the company that may have topped Silver Lake and Michael Dell's $13.65 offer. Blackstone's exit speaks to doubts about the future of the PC industry as well as its inability to figure out how to get ahold of Dell's overseas cash hoard without incurring a large tax bill. 3 Comments [Tech, On the Move, M&A]
- Thursday, April 18, 10:13 PM Blackstone (BX) is out of the dealings for DELL, WSJ reports, killing a deal that would have kept the computer maker partly public. That removes one competitor for the offer from Silver Lake and Michael Dell; meanwhile, there's still Carl Icahn. (previously) Comment! [Tech, M&A, Top Stories]
- Tuesday, April 16, 2:32 PM Unlike many similar arrangements, Carl Icahn's deal to cap his stake in Dell (DELL +0.1%) at 10% doesn't prevent him from waging a proxy battle, the activist investor insists. Icahn adds he hasn't taken a $25M expense reimbursement from Dell, so that he can maintain the right to a proxy fight, and that he expects to engage in "meaningful" talks with other Dell shareholders. (previous) Comment! [Tech, M&A]
- Tuesday, April 9, 6:46 PM Blackstone is talking to several tech companies (their names aren't given) about a possible joint bid for Dell (DELL), the WSJ reports. Sources claim any tech firm that participates would have a role in determining Dell's "strategic direction." The WSJ adds Blackstone has held several talks with Michael Dell about enlisting his support, but it "remains unclear" if the two sides will reach a deal. Shares +0.4% AH to $14.24. (earlier) 1 Comment [Tech, M&A]
- Tuesday, April 9, 2:07 PM Southeastern Asset continues its PR campaign against the Dell/Silver Lake deal. The 8.4% owner of Dell (DELL +0.3%) is throwing the company's long-standing insistence it's no longer a PC-focused firm right back at it, arguing Dell's Enterprise Systems and Solutions ops (expected by the company to make up 58% of FY14 op. income) deserve a much higher multiple than the PC business that takes center stage in a gloomy proxy statement. Southeastern once more declares Blackstone and Carl Icahn's offers superior to Silver Lake's. (more on Dell) Comment! [Tech, M&A]
- Sunday, April 7, 1:36 AM Carl Icahn has dismissed a plea from Dell (DELL) to drop his proxy fight and threats of "years of litigation" in exchange for being reimbursed for any expenses he incurs from bidding for the company. "No matter how much they are willing to pay...I'm not going to give up the right to put in a bid that I think will be compelling to shareholders, even if the board doesn't like it," Icahn said. 1 Comment [Tech, Consumer, M&A]
- Friday, April 5, 4:49 PM Blackstone is "working closely" with Michael Dell about creating a new business plan for his company and "actively talking to him" about remaining CEO, sources tell Reuters - the report comes shortly after Bloomberg reported the parties still have much to discuss, and a few days after Dell outlined a growth-focused post-LBO plan in a memo. Reuters adds Blackstone will visit Dell (DELL) HQ on Monday to "begin an in-depth analysis," and is reaching out to tech execs for advice and to discuss possible executive/board roles. 3 Comments [Tech, M&A]
- Friday, April 5, 5:40 AM Blackstone (BX) and Michael Dell have reportedly yet to discuss what role he would play should the private-equity firm win the battle to buy Dell (DELL). If Dell doesn't get a deal he likes, he will sell his 15.6% stake and walk away, although in another scenario, he could end up with a holding of over 50% and remain CEO. Meanwhile, bank and other fees for any transaction could exceed $400M. 3 Comments [Tech, Consumer, M&A]
- Tuesday, April 2, 3:38 AM The NYT's Andrew Ross Sorkin has dug around in Dell's (DELL) long proxy statement about its buyout process and has come up with the nugget that the company is paying Blackstone (BX) $25M to cover the private-equity firm's expenses. To keep things fair, Dell is also paying Silver Lake's costs. The revelation raises the question about how confident Blackstone is in its bid for Dell. 3 Comments [Tech, Consumer, M&A]
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John Vincent
Carl Icahn increased $RIG stake to 6.18% & started new positions in $HLF, $CVRR, $DELL, and $NUAN. Details @ http://bit.ly/14A8JKi - View all 1 replies
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Ocean Man: Technically, CVRR was a spinoff from something he already owned.
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pundr: and why put c. icahn almost a billion in it, at around 13$? 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 $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely! - View all 1 replies
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Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
LATEST REPLIES
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pundr: and why put c. icahn almost a billion in it, at around 13$? 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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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.
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Dan McMurtrie
$DELL deal developing exactly as I wrote it. Pt 1: http://seekingalpha.com/a/qtav Pt: 2 http://seekingalpha.com/a/ra59 - View all 3 replies
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Chris DeMuth Jr.: I just added three bucks to my $DELL position heading into this week and think that I might be happy that I did. We'll all see soon enough.
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pundr: we will make a nice yield. dan and chris great to have you to on board. Long Dell!!!