Dell Technologies Inc (DELL)

[RickKayne]

The March 13.00 doesn't look bad @ .92 ask.

[RickKayne]

The market is saying 14-14.50
At the moment yes...
I'm not buying or selling until near EOD.

[RxJoshRx]

Well I got the volume pick up I wanted at 1 PM, just not the volume I wanted (sell volume). At 12:59 PM over 2 million sales and the stock went from 13.76 to 13.55 in that 1 minute span..

[Thanksforplaying]

A special dividend isnt going to happen. Makes no sense. They will be using the company cash to help finance the deal. Mkt is telling us the deal will prob be done around 14.5.

[RxJoshRx]

Trading has slowed a lot over the last hour or so..Stuck in the 13.78-13.80 rut. Need volume to pick up here going into the next hour or so and we could see a nice run.

[RickKayne]

Ive got a handful of Mar and Apr 13.00 and 14.00..we will see.
GL
Still looking for a strong close!!

[RxJoshRx]

Yea but wont help the weekly ones Im in! haha

[RickKayne]

Last hour is going to be great.
A $14 even close would be my guess.
There was a rumor of a cash dividend as part of the deal say 14/shr + 2bucks div.

The div portion should help the options players , I hope;).

[RxJoshRx]

Got out of my Feb monthly calls around +70%- my weekly calls didnt get filled cause of the large gap between bid/ask at open. I think going closer to close we hsould get up and over 14 based on the news for Monday...

Any thoughts on what we could hit today or guesses on the EOD close price?

And anyone know the short interest here? Was wondering if most have covered or if we could see a squeeze going into the close. I think most probably covered in premarket and why the spike all the way up to 14.40. It sure would be nice to see a big squeeze!

[RickKayne]

Latest I read was deal could be done Monday..that was late last night Reuters. No indication of price. It's got to be above 14.50 IMO..

[RxJoshRx]

Do we have news out today??? Up to $14.29 premarket!! I hope this holds so I can unload my weekly $14 calls I picked up the other day at $0.11 when the rumor of $15 hit the news.

Today could be a great day and a huge turn around I was needing if this keeps up into the trading session....

[RickKayne]

That would be nice.
I tend to think we are well beyond the point of this going away. The deal is close.

[Thanksforplaying]

I think you r right. Im sure the price they are doing it at has leaked out thus the market is telling you where it will be done at. Prob a 20 percent premium from here. I think could be more though. Company has around 6 bucks in cash so they could use tht to help fund the deal. Microsoft and mr dell will chip in a few billion. They then just have to finace the rest at record low interest rates

[RickKayne]

I am banking on 14.50-16.00 buyout.
This one should be a slam dunk.
Gitty Up!

[RickKayne]

Do we have a DELL DEAL yet.
Usually I get the #4 bit that's the other Del Deal..lol

[uhlmant]

Lots of rumors little in hard facts...then again that's how the saying goes

[ElementaryInvestor]

Thanks, nice little read. I bought some feb/mar 14 calls, 15-16 would be nice to see before then, I had read they would like to finish the deal asap, whatever that means, lol

[uhlmant]

From everything I've read I think we see above 15 but less than 20.

One of the better articles is here
http://seekingalpha.com/article/1126951-dell-is-worth-at-least-15-95?source=yahoo

I bought in the 12's with an expectation of at least 25% upside.

[ElementaryInvestor]

Hello, is this board alive? Ant thoughts on buyout? What $$ do we see? tia

[Gilda99]

I agree, Slacker Steven gave Dell a corporate personality and the company thrived. Now Dell simply manufactures commodity products like HPQ and look how far that has gotten them.

Let's bring Steven back. With some help from Microsoft's huge bankroll, Dell can thrive and prosper once again, just like Ben Curtis...

[ElementaryInvestor]

Yes, he is the answer,, lol

[Gilda99]

Ben Curtis, an actor and former spokesperson for Dell (DELL) known for his catchphrase “Dude you’re getting a Dell,” believes that he can help the company he used to promote. According to Curtis, the solution is simple: bring back the “Dell Dude.” The actor represented the company from 2000 to 2003 in a series of commercials that were critically acclaimed and helped Dell become the world’s largest PC vendor. After running into some legal problems, however, Curtis was let go.

The company has struggled in recent years as consumers begin to embrace a post-PC era. Dell is reportedly in buyout talks with a private equity firm that would value the company between $22 billion and $25 billion.

Curtis doesn’t believe this is the best option, though.

“I think they’re making a huge mistake and simply need to bring back the Dell Dude!” he said in an interview with Bloomberg. “That’s it. That’s all they need to do. If they brought me back, their sales, stock and media presence would skyrocket.”

Curtis believes this would be “by FAR the smartest move they could make.”

http://bgr.com/2013/01/23/dell-dude-ben-curtis-fix-303806/

[Lowjack]

What about the class action lawsuits?

[justlovethegame]

I bought the stock at 12.59 and 12.75. I think the first offer will come in between 14.30 and 14.65.

[RickKayne]

What's your price.?
I bot some April 10 calls at 3.38.

So I would like at least 14.00 for the purchase. Of course an offer of 15-plus would be magnificent.

[audioguy]

News if it matters at this point.

http://www.insidermonkey.com/blog/microsoft-corporation-msft-why-get-into-dell-inc-dell-40781/2/

[audioguy]

Dell NEWS!!

The Dell Inc. (NASDAQ: DELL) buyout keeps getting more interesting. It keeps getting more convoluted as well. We have reported on the possible Dell leveraged buyout from founder and CEO Michael Dell, along with private equity group Silver Lake Partners, with mixed fanfare. Now CNBC’s David Faber has commented that he has learned that Microsoft Corp. (NASDAQ: MSFT) is interested in investing up to $3 billion for a preferred equity stake in Dell as part of the merger. 24/7 Wall St. wants to warn investors that this may not change the possible buyout premium much at all.

We have noted that Dell’s maximum implied buyout price that we can see is somewhere around $15.00 per common share. This compares to a price thrown out of about $14.00 per common share over the weekend by Barron’s. Keep in mind that Dell shares were at $12.84 as of Friday’s close, and with Friday historically being called Rumor Friday (ahead of Merger Monday), we were not exactly that pleased with a buyout on Friday.

Now shares are up at $13.12 after David Faber’s report about Microsoft throwing its hat in the ring. Microsoft has more than $60 billion in liquidity, so this is not even a line-item as far as the company is concerned. Hopefully, if Microsoft really does get involved, it can bring more assured value to Microsoft investors than its aQuantive acquisition brought.

As far as Bill Gates and Steve Ballmer coming to the rescue, it is important to remember that Microsoft once had a large stake in rival Apple Inc. (NASDAQ: AAPL) when it was on its back. It is easy to see why Microsoft would want a stake here: assured sales of Windows in PCs for another generation.

This is an interesting development, but it this likely only assures more secured financing rather than financing a much higher buyout price.



Read more: Microsoft Now Involved in Possible Dell Buyout - 24/7 Wall St. http://247wallst.com/2013/01/22/microsoft-now-involved-in-possible-dell-buyout/#ixzz2IivknIzV

[breezy1]

15bil raised, equity 5bil, Dell gives 3.5bil, cash is 15bil that's about 28billion = about 16.47

[cartouche]

18.36 the 52weekhigh is the startingpoint...nearly 15 bucks i presume

[justlovethegame]

Even the talking heads on CNBC appear to be missing the value here. This is an LBO not a stock deal. Private equity does not pay full cash value for a company like dell. If the cash offer is 13.50 they must believe it worth 20% more than that assuming the $13.50 is the top price they are willing to pay. The rush is to get it before another suitor steps in. I like this one . Picked up a chunk this morning.

[Emerging Growth]

Good Story on Dell...

http://emerginggrowth.com/featured_stories/dell-nasdaq-dell-not-down-for-the-count/01/16/2013

It’s no secret that tablets and smartphones are replacing the laptop and desktop and PC giant (NYSE:DELL) is rapidly becoming a casualty of mobile processors and advanced connection speeds. The company has fallen into third place behind Lenovo (OTC: LNVGY) of China in the PC share market and it is questionable whether they can hold that position. The age of the personal computer is not just experiencing a decline; it is little by little coming to an end. Dell is being exceptionally hard hit as it doesn’t have a dog in the smartphone fight. Investors fear that as the PC era declines, Dell and competitors such as Hewlet-Packard (NYSE: HPQ) will gradually fade away.

The Company had a rough go of it this past year as revenues and profits continued to shrivel n the third quarter of fiscal year 2013. Dell did manage to collect revenues of $13.7 billion; it was still a considerable drop from Q2's $14.5 billion and the $15.5 billion it reported over the same period in 2011. Profits also dropped, with only $475 million of the money coming in adding to the bottom line. Q3 of 2012 saw Dell with $893 million in net income. That’s a whopping 47 percent drop.

Dell is laying part of the blame on Microsoft (NASDAQ: MSFT) citing its release of the new Windows 8 operating system and what they see as consumer hesitation to invest in new devices that operate on the software. The company, which uses the Windows system on its PCs, says that the new system will not help bottom line profitability until well into 2013. Conversely, Dell has announced that they support the new operating system. The company has redesigned its portfolio to accommodate Windows 8 adding devices that are specifically designed for the new platform. Dell has also come up with the new XPS 12 Windows 8 Convertible Ultrabook. Like the Surface, it is a cross between a tablet and a laptop. This gadget just may nudge Dell onto a viable playing field with the likes of Apple (NASDAQ: AAPL) and Microsoft.

Dell’s attitude towards Microsoft is understandable. With the Surface tablet the software leviathan has finally done what its PC partners have feared it would do for years; that is put itself in direct competition with them. Much of Dell’s future success hinges on the new Windows OS. It really is a dual edged sword for the beleaguered company.

Lately Dell has been looking to diversification in order to expand beyond its PC niche. In 2011 it bought Compellent Technologies, a data storage company. In July of 2012, Dell announced the acquisition of Quest Software for $2.4 billion. In March of 2012, the company purchased a data security service called SonicWall. The deal is worth an estimated $1.25 billion. The concern among investors is that these gains may not pay off for years, which begs the question; is it ever too late for a company to diversify? There are, however, analysts that advocate investors take another look at Dell. Their assertion is that some would be investors are overlooking the PC giant. As proof they cite that the company brought in $61 billion in revenue in 2011. They also point out that Dell generates less than five percent of its income from consumer PC sales. Services to businesses and the government generate much bigger revenues for the company. Dell’s recent acquisitions will aid these clients. The consumer PC may appear to be vanishing, but there is still a place for it in the workplace. Another plus is that the company paid its first quarterly dividend of 8 cents a share last quarter.

So don’t write Dell off. The company possesses the tools to adjust to the swiftly changing market. The price of the stock is at a good entry point, trading at $10.90. Dell is making an impressive effort at diversification in order to compensate for dismal PC sales.

[cartouche]

Rumor? HP stepping in

[bee500]

ok so I I'm in the may 13 calls. do I sell Tom? or wait till the price is announced? I'm already in profit.

[WTCInvestor]

Lol.. Shake before the rip tomorrow? Lol who knows

[mykoll]

why is stock falling if buyout is about $14

[WTCInvestor]

DELL NEWS!!

http://www.cnbc.com/id/100381910

CNBC has learned that a deal for the computer software company could be announced in two weeks and the price will likely be between $13.5 a share and $14 a share, with an equity investment from Silver Lake and other investors of roughly $2 billion.

[brig]

AH price, 12.95???

[WTCInvestor]

oh i agree.. thats why im in... lol.. but IF which i dont think it will.. i would load up.. A/H price 13.25!! WEEEEEEEEEEEE!!

[cartouche]

No way,look at the balance

[WTCInvestor]

im in the $12 feb calls... if it does im loading up

[Ican]

Would luv a bear raid TOMORROW.. maybe $11ish before the huge pop!

[WTCInvestor]

REUTERS NEWS ON DELL>>>>>>>>>>> http://www.reuters.com/article/2013/01/15/us-dell-deal-idUSBRE90E0XK20130115

eminent deal !!!

[Ican]

looks like $15. plus coming this week

[cartouche]

A buy-out....i told you so.BINGO FOR ME!!! Nvidia has to follow

[stockmaker05]

WOULD YOU LOOK AT THAT!!! DELL BABY!! Turns out that I was right for a change lol!!!

[eastunder]

Wow. That's Interesting. Good timing on a rumor of a private equity firm buying out DELL...

Just so happens Johnson left Dell and joined BX - a private equity firm. Not saying they are involved - just food for thought.

Blackstone poaches Dell dealmaker
By Dan PrimackJanuary 8, 2013: 12:32 PM E

http://finance.fortune.cnn.com/2013/01/08/blackstone-poaches-dell-dealmaker/?source=yahoo_quote

Blackstone looks to rebuild its tech private equity practice.

FORTUNE -- David Johnson is stepping down as senior vice president of strategy at Dell Inc. (DELL), in order to join The Blackstone Group (BX) as a partner focused on private equity deals in the tech sector. A Blackstone spokesman says that Johnson is expected to begin working at the firm in "a couple of weeks."

It should be interesting to see what sort of impact Johnson has on Blackstone, which has done far fewer technology deals than most of its private equity peers. It also remains to be seen if his hire is a one-off, or just the beginning of Blackstone's attempt to restock a tech team that has lost several senior investors since 2011.

Johnson joined Dell in 2009 from IBM (IBM), where he had headed up mergers and acquisitions. IBM actually sued Dell to prevent Johnson from leaving, but did not prevail. At Dell, Johnson reported directly to Michael Dell and oversaw such acquisitions as Quest Software ($2.4 billion) and Compellent Technologies ($960 million).

News of Johnson's move was reported earlier by Reuters. In related news, Dell has tapped Prakash Jothee to lead corporate strategy and Chris Kleiman to lead M&A activities. Both men were existing Dell vice presidents.

[$King]

DELL 12.57 hod

[Fritz]

buyout rumors

http://www.bloomberg.com/news/2013-01-14/dell-is-said-be-in-buyout-discussions-with-private-equity-firms.html

[Gilda99]

If you've been thinking about the future of computer tablets, take a look at this 27" tabletop tablet!

http://www.moneytalksnews.com/2013/01/11/want-a-27-inch-tablet

http://www.csmonitor.com/Innovation/2013/0107/Lenovo-IdeaCentre-Horizon-The-tablet-that-s-also-a-table

[stockmaker05]

I have been calling for DELL to move up for a bit now...check out when I called it ;)