Zorrofan Posted June 4, 2010 Share Posted June 4, 2010 News that Dell may be taken private. FFH has a few shares...... http://news.cnet.com/8301-31021_3-20006785-260.html cheers Zorro Link to comment Share on other sites More sharing options...
tiddman Posted June 4, 2010 Share Posted June 4, 2010 Longleaf holds about 7% of Dell and has not done well with it. I would assume that they're in favor of and possibly pushing for a sale. They took a big stake in Sun and I think were instrumental in getting Sun sold to Oracle. I am not very favorable on Dell for the same reason I'm not very favorable on Microsoft. I think they're just getting beat in a very competitive marketplace. Link to comment Share on other sites More sharing options...
mpauls Posted June 4, 2010 Share Posted June 4, 2010 This is a wonderful move that's been in the making for some time. Link to comment Share on other sites More sharing options...
mpauls Posted June 4, 2010 Share Posted June 4, 2010 I think of dell as a service and distribution business, not so much tech. Further, I quite like their current position. Link to comment Share on other sites More sharing options...
Rabbitisrich Posted June 22, 2010 Share Posted June 22, 2010 Some interesting news about Dell and the Chrome OS: http://www.reuters.com/article/idUSTRE65K19S20100621 Link to comment Share on other sites More sharing options...
Rabbitisrich Posted June 29, 2010 Share Posted June 29, 2010 http://www.nytimes.com/2010/06/29/technology/29dell.html?src=busln Lawsuit aside, Dell's delay tactics imply an inability to solve the dysfunctional supply chain issues. I remember Michael Dell referring to broad strategic plans as a reason for his return, but I don't recall him specifically referring to supply chain reliability, or reputational goodwill amongst IT managers. Is anyone long this company? Link to comment Share on other sites More sharing options...
opihiman2 Posted June 30, 2010 Share Posted June 30, 2010 ^^ Yeah... not touching this one with a 10 ft cattle prod. Link to comment Share on other sites More sharing options...
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