Looks like when Blackstone passed on making an offer for Dell with MDell, it was because they do not want MDell as CEO, nor did they want MDell to have a majority stake. Dave Johnson is the man who can make something of Dell.
Now that M. Dell might be looking at some competition do we see a bid from Blackstone then a counter from Dell? I think if we get a bid by Blackstone it might be time to get some popcorn and watch the fight.
There is no guarantee that Blackstone will bid. This could easily be just a rumor that allows someone to cash out a good price this morning. But if they do it will be interesting to see if they make a knock out bid or just up the bid. If Blackstone were to bid, say $15.50, I might stick around for round two. If Blackstone were to make a bid of around $17, I might take a hike.
I repeat when I say this could be a bs rumor that someone is using to cash out.