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Possible Dell buyout?


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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.

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  • 3 weeks later...



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?

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