Guest valueInv Posted June 1, 2013 Share Posted June 1, 2013 IDC chimes in: http://gigaom.com/2013/05/31/more-bad-news-for-server-makers/ Link to comment Share on other sites More sharing options...
compoundinglife Posted June 3, 2013 Share Posted June 3, 2013 http://gigaom.com/2013/06/03/dell-called-it-wants-its-server-marketshare-back/ Link to comment Share on other sites More sharing options...
no_free_lunch Posted June 3, 2013 Share Posted June 3, 2013 I have said this before, its not just Dell's client business that is under attack, its also the server business If I may interject, my experience has been that it is not just cloud computing/VMs threatening the server market, you are also reaching unneeded capacity with Moore's law. I have seen many servers not get upgraded, despite being 4, 5, 6 years old simply due to there being no performance issues. Why buy a new box and go through the reinstall when you can just roll the warranty another year? I suspect the average replacement period for servers is going up as a result. Link to comment Share on other sites More sharing options...
fareastwarriors Posted June 25, 2013 Share Posted June 25, 2013 http://dealbook.nytimes.com/2013/06/25/the-complicated-endgame-for-dell/ The Intricate Endgame for Dell Link to comment Share on other sites More sharing options...
boilermaker75 Posted June 26, 2013 Share Posted June 26, 2013 http://dealbook.nytimes.com/2013/06/25/the-complicated-endgame-for-dell/ The Intricate Endgame for Dell I got a call yesterday asking me to vote for the Board's recommendation and that they could take my vote over the phone. I told them I sent in my vote. They asked if I would tell them how I voted and I said I voted against the Board's recommendation. They said thank you and hung up. Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 3, 2013 Share Posted July 3, 2013 http://www.bloomberg.com/news/2013-07-02/michael-dell-said-to-face-mounting-odds-against-proposed-buyout.html Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 3, 2013 Share Posted July 3, 2013 http://www.bloomberg.com/news/2013-07-02/michael-dell-said-to-face-mounting-odds-against-proposed-buyout.html his chance at a 40% plus annual returns this deal would provide is slipping away. :) Link to comment Share on other sites More sharing options...
boilermaker75 Posted July 3, 2013 Share Posted July 3, 2013 http://www.bloomberg.com/news/2013-07-02/michael-dell-said-to-face-mounting-odds-against-proposed-buyout.html his chance at a 40% plus annual returns this deal would provide is slipping away. :) Dell was too greedy. If he had offered around $16 a share I think he would get his deal. Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 3, 2013 Share Posted July 3, 2013 http://dealbook.nytimes.com/2013/07/03/pressure-to-raise-offer-for-dell/ Pressure to Raise Offer for Dell Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 5, 2013 Share Posted July 5, 2013 http://dealbook.nytimes.com/2013/07/05/a-game-of-chicken-at-dell-as-a-proxy-advisers-report-looms/ A Game of Chicken at Dell as a Proxy Adviser’s Report Looms Link to comment Share on other sites More sharing options...
boilermaker75 Posted July 8, 2013 Share Posted July 8, 2013 Michael Dell's $24B LBO Receives Pivotal Endorsement From ISS http://www.foxbusiness.com/investing/2013/07/08/iss-recommends-dell-offer-for-pc-maker/ Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 9, 2013 Share Posted July 9, 2013 Dell Deadline Looms to Win Over Investors on Buyout Deal http://www.bloomberg.com/news/2013-07-09/dell-deadline-looms-to-win-over-investors-on-buyout-deal.html Link to comment Share on other sites More sharing options...
fareastwarriors Posted July 10, 2013 Share Posted July 10, 2013 http://dealbook.nytimes.com/2013/07/10/icahns-latest-gamble-at-dell-appraisal-rights/ Icahn’s Latest Gamble at Dell: Appraisal Rights Link to comment Share on other sites More sharing options...
sswan11 Posted July 11, 2013 Share Posted July 11, 2013 Icahn is saying right now on Bloomberg TV that he will "add to his bid" with warrants, to be announced tomorrow am. Link to comment Share on other sites More sharing options...
sswan11 Posted July 11, 2013 Share Posted July 11, 2013 http://www.bloomberg.com/tv/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted July 16, 2013 Share Posted July 16, 2013 The cloud changes the server market: http://gigaom.com/2013/07/16/as-server-upstarts-begin-to-gain-ground-old-guard-vendors-take-notice/ Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 17, 2013 Share Posted July 17, 2013 dell special committee says look to the "seers" on Wall Street to get a handle on where Dell will trade if the buyout fails. http://www.dfking.com/dell/Rely.pdf Link to comment Share on other sites More sharing options...
dcollon Posted July 18, 2013 Share Posted July 18, 2013 Meeting was adjourned without a vote. New meeting 7/24/13 at 6pm Link to comment Share on other sites More sharing options...
CorpRaider Posted July 18, 2013 Share Posted July 18, 2013 Did you guys catch Ichan last night on CNBC? My god, do I have a mancrush on that guy. Link to comment Share on other sites More sharing options...
SwedishValue Posted July 18, 2013 Share Posted July 18, 2013 Did you guys catch Ichan last night on CNBC? My god, do I have a mancrush on that guy. +1 Link to comment Share on other sites More sharing options...
Guest wellmont Posted July 18, 2013 Share Posted July 18, 2013 Meeting was adjourned without a vote. New meeting 7/24/13 at 6pm the "independent committee" doesn't have the votes lined up for MSD quite yet.... Link to comment Share on other sites More sharing options...
boilermaker75 Posted July 18, 2013 Share Posted July 18, 2013 Meeting was adjourned without a vote. New meeting 7/24/13 at 6pm the "independent committee" doesn't have the votes lined up for MSD quite yet.... That doesn't seem right that you can delay the vote at the last minute because you have to garner more support. I hope Carl gets ahold of DELL and brings in a new CEO. Link to comment Share on other sites More sharing options...
wachtwoord Posted July 18, 2013 Share Posted July 18, 2013 Meeting was adjourned without a vote. New meeting 7/24/13 at 6pm the "independent committee" doesn't have the votes lined up for MSD quite yet.... That doesn't seem right that you can delay the vote at the last minute because you have to garner more support. I hope Carl gets ahold of DELL and brings in a new CEO. Yes, it's crazy that this is allowed. Michael Dell is a real lowlife. Link to comment Share on other sites More sharing options...
T-bone1 Posted July 18, 2013 Share Posted July 18, 2013 Meeting was adjourned without a vote. New meeting 7/24/13 at 6pm the "independent committee" doesn't have the votes lined up for MSD quite yet.... That doesn't seem right that you can delay the vote at the last minute because you have to garner more support. I hope Carl gets ahold of DELL and brings in a new CEO. Yes, it's crazy that this is allowed. Michael Dell is a real lowlife. This isn't so bad, compared to when Dell essentially cooked the books (massaged earnings) in the 2000s through illegal kickbacks from Intel, and used this steady earnings growth along with a massive buyback of stock north of $30 to cash out a lot of his position . . . now he is using that stock to take the company over at $13.65, and purposely tanking earnings this year to make it easier. Good work if you can get it I guess. Link to comment Share on other sites More sharing options...
krazeenyc Posted July 19, 2013 Share Posted July 19, 2013 Can someone explain to me why Michael Dell is "stealing" the company? His bid requires a majority of the shares he doesn't own to vote yes right? If it's a bad deal shareholders should vote no. Let's assume that he is getting a great deal -- if it's so absurdly undervalued why isn't there a higher offer out there -- say for $14 or $15 a share for the entire company? As value investors we can buy shares in companies that we think are worth 30, 40, 50, 100% less than their true price. Why can't a company's ceo/founder/shareholder try to buy out the whole company at an attractive valuation. Would it be different if he stepped down as CEO and attempted to buy the company simply as a large shareholder/founder? I'm neither long nor short Dell. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now