Possible Dell buyout?

[Zorrofan]

News that Dell may be taken private. FFH has a few shares......

 

http://news.cnet.com/8301-31021_3-20006785-260.html

 

cheers

Zorro

[tiddman]

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.

[mpauls]

This is a wonderful move that's been in the making for some time. 

[mpauls]

I think of dell as a service and distribution business, not so much tech.  Further, I quite like their current position.

[Rabbitisrich]

Some interesting news about Dell and the Chrome OS:

 

http://www.reuters.com/article/idUSTRE65K19S20100621

[Rabbitisrich]

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?

[opihiman2]

^^ Yeah... not touching this one with a 10 ft cattle prod.