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  • Michael Dell and Silver Lake are ruling out hiking their offer for Dell (DELL -3.8%), Bloomberg reports. Shares have fallen to $12.80, more than 6% below the $13.65/share LBO price. They were already lower thanks to a report Silver Lake's commitment to the deal is wavering[View news story]
    Train wreck . . .
    Jul 5, 2013. 12:08 PM | Likes Like |Link to Comment
  • Michael Dell could lose his job as CEO of DELL if his offer is defeated by Carl Icahn or Blackstone (BX), which has already sounded out possible replacements. The P-E firm is working on a proposal that doesn't require Dell to contribute his 14% holding, and under his deal with Silver Lake, he has pledged to vote his stake in the same proportion as other shareholders, basically neutralizing his power to block a deal he doesn't like. [View news story]
    He lost his Mojo a long time ago . . .
    Mar 25, 2013. 09:41 AM | Likes Like |Link to Comment
  • Can Dell Do An IBM? [View article]
    I totally agree. Dell is always last to the party and doesn't see the trends early enough to take advantage of them. This turn-around should have started 12-15 years ago.
    Jan 11, 2013. 03:44 PM | Likes Like |Link to Comment
  • Dell's (DELL) executive defections continue. David Johnson, the IT giant's SVP of corporate strategy, is leaving to take a senior position at Blackstone. Dell lost its services chief and storage chief last month - in each case, the company said the exec is pursuing a new opportunity. There's a good chance a lot of Dell stock options are expiring out of the money these days. [View news story]
    And all of this is still going on. Compensation is managed via quotas, which are totally unachievable. Which in turn leads to turnover and lack of motivation and low morale for those left to do the work.
    Jan 8, 2013. 10:02 AM | Likes Like |Link to Comment
  • What To Expect From Dell's Earnings And How To Play It [View article]
    The key words here are options trading, which is looking for a quick buck.
    Nov 15, 2012. 08:57 AM | 1 Like Like |Link to Comment
  • Why Dell Is Cheap But Scores Poorly In Our Books [View article]
    Stocks become this cheap for a reason, and the reason is that Dell doesn't have a clue what it's doing. The current format to transition to a "complete solutions provider" is at least 10 years behind the times. Companies are now more apt to perform these services themselves. Dell follows HP and they don't have a clue either.
    Nov 6, 2012. 09:57 AM | 1 Like Like |Link to Comment
  • Can Dell Succeed By Rejecting Its Past? [View article]
    This is a two-fold discussion; long term viability or stock performance. Morphing is very difficult, no matter what the company. Look at the long term profitability of Dell's product lines and figure it out. Difficult isn't it? Based on the lows and the P/E you might make some short term gains here but with the overall market so high, is it worth the risk? You feeling lucky punk, well are you?
    Sep 20, 2012. 04:56 AM | 1 Like Like |Link to Comment