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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, 7:00AM)
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Business Wire (Fri, 10:58AM)
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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 (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 (Fri, 4:20PM)
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at Fox Business (Fri, 4:05PM)
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Business Wire (Fri, 11:00AM)
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Business Wire (Fri, 10:58AM)
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at Fox Business (Fri, 10:25AM)
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at CNBC.com (Fri, 8:56AM)
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, December 3, 2012, 8:15 AM DELL pops 5.5% premarket after Goldman's weekend 2-notch upgrade of the stock to Buy from Sell, along with a hike in the price target to $13 from $9. Bad news on the PC front is baked in, says Goldman, and the strong balance sheet should provide downside support and maybe set the stage for an LBO or recapitalization. Comment! [Tech, On the Move, Quick Ideas]
- Tuesday, November 20, 2012, 8:05 AM For whom H-P's (HPQ) FQ4 results toll: Dell (DELL) -1.9% premarket, Intel (INTC) -1.6%, AMD -1%. H-P reported a 14% Y/Y drop in PC revenue and 12% drops in both desktop and notebook shipments. The drop in commercial PC revenue (13%) was nearly as bad as the drop in consumer PC revenue (16%). 2 Comments [Tech, On the Move]
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Monday, November 19, 2012, 5:38 PM
After-hours top gainers, as of 5:15 p.m.: KKD +10.8%. LTRE +7.1%. GLUU +4.3%. QIHU +4.2%. RYL +3.4%.
After-hours top losers: MNTA -7.7%. MMLP -4.7%. JACK -4.7%. OVTI -4.1%. DELL -3.6%. Comment! [On the Move] - Friday, November 16, 2012, 10:38 AM Down just a bit premarket, Dell (DELL -6.4%) has plunged to levels last seen during the financial crisis as the Street digests the ugly PC sales data in its FQ3 report. Aside from the PC industry's problems, many are concerned over whether Dell's PC ops simply aren't cost-competitive with those of Lenovo and other Asian rivals, and whether their declining scale will make them even less so. Will the company heed calls for a major strategy change? HPQ -3.1%. (Gale Technologies) (transcript) 2 Comments [Tech, On the Move]
- Wednesday, November 14, 2012, 12:05 PM Dell (DELL +2.2%) is seeing a much-needed rally after Pac Crest argues the company's enterprise hardware/software/services ops, which now make up over half of gross profit, will offset PC weakness, and that downside is limited. Dell only trades around 4x EPS after backing out net cash, but revenue is steadily declining and earnings are being propped up by huge buybacks. FQ3 results arrive tomorrow. Comment! [Tech, On the Move, Quick Ideas]
- Thursday, October 25, 2012, 10:16 AM Logitech (LOGI -10.5%) becomes the latest PC-centric name to fall after a weak earnings report. In addition to missing FQ2 estimates, the company warned its fiscal 2H sales and operating income will be down Y/Y. FQ2 OEM sales fell 27% Y/Y (weaker keyboard/mouse sales), echoing Microsoft's huge Windows sales drop, while retail sales fell 5%. Audio sales -14%, Video -17%, Harmony remote sales -14%, with units falling 31%. Gross margin was up 500 bps Q/Q and 210 bps Y/Y. (prepared remarks, slides - PDF) Comment! [Tech, Earnings, On the Move]
- Wednesday, October 17, 2012, 11:16 AM Intel (INTC -2.7%) remains lower following its Q3 report, which was accompanied by soft guidance and cautious earnings call remarks (I, II) about demand and inventories. Dell (DELL -1.6%) and Nvidia (NVDA -1.7%) are off, but most other PC industry names are near breakeven. There's plenty of downbeat sell-side commentary: Goldman predicts margins will fall further in 1H13, and Nomura thinks Intel's declining cash balance (now at $3.4B) will limit stock buybacks. Bulls are predicting Windows 8, for which expectations have fallen considerably, will provide a lift. 1 Comment [Tech, On the Move, Quick Ideas]
- Tuesday, October 9, 2012, 2:01 PM Lexmark (LXK -5.2%) and Dell (DELL -2.6%) underperform after Citi starts each company at Sell as part of a broader IT hardware coverage launch. Citi is worried about the impact of the bring-your-own-device trend (favors Macs over Windows systems) on Dell, which is near multi-year lows once again. Comment! [Tech, On the Move]
- Wednesday, October 3, 2012, 12:52 PM Dell (DELL -1.7%) and AMD (AMD -3.1%) slump as investors mull the implications of H-P's analyst day commentary and guidance. The companies, who have been hit hard by worries about tepid PC demand, are both making new multi-year lows. 3 Comments [Tech, On the Move]
- Tuesday, September 25, 2012, 6:06 PM Some more S&P MidCap 400 changes: InterDigital (IDCC) will replace Quest Software (QSFT) as of the Sep. 28 close, and Genesee & Wyoming (GWR) will replace Collective Brands (PSS) as of the Oct. 1 close. Quest shareholders just approved the company's $28/share acquisition by Dell. IDCC +3.2% AH. Comment! [Tech, On the Move, Consumer]
- Friday, September 21, 2012, 2:25 PM Though Seagate (STX +2.6%) and Western Digital (WDC +2.8%) are up following the former's analyst day guidance, hard drive controller chip suppliers LSI (LSI -1.1%) and Marvell (MRVL -1.8%) have ticked lower. That's a sign the Street is less pleased with Seagate's unit shipment guidance than it is with its pricing and margin commentary. The shipment guidance arguably has negative implications for PC sales. 1 Comment [Tech, On the Move]
- Friday, September 7, 2012, 10:12 AM Intel's (INTC -2.8%) warning is hurting other chip stocks with strong PC exposure: AMD -3.4%. NVDA -4.5%. MU -4.6%. H-P (HPQ -1.4%), Microsoft (MSFT -1.3%), Seagate (STX -1.6%), and Western Digital (WDC -1.4%) are off moderately, though Dell (DELL +0.9%) is higher after declaring its first dividend. Analysts had been slashing estimates (I, II, III) for Intel ahead of the warning thanks to a torrent of negative PC data - that seems to be limiting the damage. 4 Comments [Tech, On the Move]
- Thursday, August 23, 2012, 9:54 AM Dell (DELL -2.3%) is making new multi-year lows in response to HP's FQ3 report, adding to the bludgeoning the company saw yesterday due to its own earnings report. Other PC-related names are also lower: INTC -1.7%. MSFT -1.3%. AMD -2.2%. The consumer and enterprise receptions to Windows 8, which has received very mixed (I, II) initial reviews, are now more important than ever. 31 Comments [Tech, On the Move]
- Wednesday, August 22, 2012, 10:20 AM Dell (DELL -6.5%) is receiving plenty of negative commentary after a Q2 revenue miss and guidance cut bring shares near their 52-week low. "Where do we find the lost revenues and profits from the PC world? Are they in Washington? Greece? Cupertino?," Needham rhetorically asks, while arguing Windows 8's success is now critical. Goldman (Sell) notes EPS wouldn't have beaten estimates if not for one-time tax and margin benefits. HPQ -2%. INTC -1.1%. AMD -2%. (more) (transcript) 1 Comment [Tech, On the Move, Quick Ideas]
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Wednesday, August 22, 2012, 9:10 AM
Premarket gainers: SRZ +59%. BKD +9%. QIHU +9%. WSM +9%. CHS +8%. AEO +6%. TOL +5%. ALXA +5%.
Losers: PPHM -7%. EXPR -7%. CLWR -6%. DELL -6%. Comment! [On the Move] - Tuesday, August 21, 2012, 4:42 PM H-P (HPQ), which reports tomorrow, is down 2% AH in response to Dell's (DELL) revenue miss and bleak guidance. Dell's weak PC sales figures have to be especially worrisome, especially since they follow a revenue miss from Acer. Lenovo posted better results recently, but it has been gaining share for a while. Intel (INTC) and AMD are off slightly. 1 Comment [Tech, On the Move]
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Daniel Nadler
How Do Hardware Stocks Historically Perform in the Second Week of April?: http://goo.gl/fst4s $AAPL $HPQ $NOK $DELL $BBRY $QQQ - View all 0 replies
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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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Daniel Nadler
These are the Best Performing Tech Hardware Stocks in the First Week of April: http://goo.gl/tj46h $AAPL $QQQ $DELL - View all 0 replies
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x oil -field
Faces as long as 20 years in prison if convicted. Bloomberg http://bloom.bg/YUUTOH $DELL - View all 0 replies
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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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Moses3rdeye
Just read $DELL proxy statement and feeling good about shorting the stock, can't see it going anywhere but down. - View all 0 replies
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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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Daniel Nadler
The Best Performing Nasdaq Stocks of Q1: http://goo.gl/04AAQ $QQQ $NFLX $DELL $ATVI $GMCR - View all 0 replies
LATEST REPLIES
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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 $DELL position heading into this week and think that I might be happy that I did. We'll all see soon enough.
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pundr: we will make a nice yield. dan and chris great to have you to on board. Long Dell!!!
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pundr: the idiots like cramer, sell sell bla bla bla. the company is in freefall. tomorrow they are out of business.... i think in the end
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pundr: the raise the price to 15-17$ and the deal goes trough. Long DELL!
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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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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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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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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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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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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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DeepValueLover
This chart shows that $AAPL could buy $NOK, $RIM, $DELL and $HPQ COMBINED! WOW! http://bit.ly/XYnZe3 Now that is CASH POWER! - View all 6 replies
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DeepValueLover: With the right "donations" to certain political campaigns Apple shouldn't have anything to worry about...the world is theirs.
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Systembolaget: AAPL could also buy 7.000.000.000 Light Up DNA Balls from the GOOG online merchandising store - one for each person on this Earth.
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DumpsterDiver
$DELL Any thoughts on hanging in till buyout & price are certain, vs. exiting at a (presumably slight) discount sooner? I'm long @10.66... - View all 7 replies
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DumpsterDiver: On second thought, concluded that everyone with any interest in buying out Dell is probably already represented in the current offer.
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DumpsterDiver: Turned my shares over to the arbitragers at 13.61. Close enough. :)