Dell Computer Corporation (DELL) Message Board

i signed up also

Agree! The offer at $13.65 Is too generous to reject.

MD is probably #$%$ he made such a high offer. It should be 12, not 13.65

The deal is stalled, waiting Icahn's next move!

I think CI is hoping MD to bid $14 or, better yet, $15. So, he could make easy money!

If the deal were so good, why doesn't Icahn offer $14 and take all these future valuations for his own.
Pure profit?
Because his deal is a scam. Its a $12 special dividend in disguise. Nobody will ever go for that crazy deal.

I think CI s' offer will make MD to raise his offer to $15.5+ because he will not give away his baby so easily. This way CI will go away and other shareholders will agree. Can MD totally withdraw his offer at this stage?

Why would M Dell , who knows Dell much better than you, want to buy into a broken model.By the way I am a retired portfolio manager not an employee

Sentiment: Strong Buy

Dude, wake up, Dell is a broken model. Look at the fundamentals before you invest. I am sure very many employees are in the same boat as you are at Dell.

Sentiment: Sell

Dude, wake up, Dell is a broken model. Look at the fundamentals before you invest. I am sure very many employees are in the same boat as you are at Dell.

If you can write, please rewrite. I have no idea what you are trying to say.

It is as though Dell and Ichan are in a stareing contest to see who blinks first.. No, Ichan has not made a formal bid but has put out two proposals in an effort to force M Dell's hand.As a result this chess game may not br finally resolvef until Sept.-Oct.

Just as food for thought, one year ago the stock price was $14.70, two years ago $15.66, three years ago $14.83, so raising their bid to somewhere between $14.70 and $15.66 takes the cake.

His earnings estimate assumes only 20% of the current shareholders take stock in lieu of the $12 cash dividend. I think that number will be higher, maybe even closer to 50% which means there will be alot more shares outstandings and EPS will be lower (of course the flip side of that is that Icahn doesn't need to use as much debt and/or cash to pay the dividend, so the balance sheet will look better). Irregardless, if Michael Dell wants to keep his company (and who wouldn't), he is probably busy right now talking with Silver Lake or Microsoft about inje cting additional money and raising his offer price. IMO, his current offer will not pass. But an offer at $15 or more I think would get the needed votes.

And not to mention how many employees will be let go

Dells balance sheet is starting to bleed and with the so called transformation very many folks are going to be left without a job.