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Microsoft Corporation Message Board

bashfordcapital 407 posts  |  Last Activity: Dec 19, 2014 2:59 PM Member since: Nov 12, 2002
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  • Reply to

    Never trust a man you cannot look in the eye

    by ronjancewicz Mar 24, 2013 7:39 PM
    bashfordcapital bashfordcapital Mar 24, 2013 11:21 PM Flag

    You a valet car parker at some fancy Austin, Texas restaurant ?
    Other trhan that I do not see any situiation where you would have the opportunity to meet Mike Dell and, or, "look him in the eye".

  • bashfordcapital bashfordcapital Mar 24, 2013 4:53 PM Flag

    $13 to $13.25 per share.

  • Reply to

    wheres bashford

    by suggp Mar 20, 2013 7:03 PM
    bashfordcapital bashfordcapital Mar 22, 2013 11:51 PM Flag

    Right here. I am watching amateur fools like yourself, CTG, fluteman etc... get a dose of Wall Street reality.
    Next time I hope you guys realize there is no free lunch. Next time, remember, if you want to make money you must buy in before the stock price makes a 30% plus move higher.
    Hope this helps.

  • Reply to

    Mr Icahn wins we always WIN

    by carlicahnn Mar 14, 2013 4:06 AM
    bashfordcapital bashfordcapital Mar 17, 2013 10:41 AM Flag

    Recent media reports conclude that Mike Dell and Silverlake , during the latter part of 2012, originally constructed an $11 buyout offer.
    $13.65 is a very generous, high premium offer. This is why no other bidder has emerged to top it, or even match it.
    The only people complaining are those who paid too much for their DELL shares, but they have no one to blame but themselves.
    I expect a run for the exits here soon, once the speculators realize there is no competing buyout bid. And if it becomes evident $13.65 will not receive enough YES votes, DELL stock could easily trade back down to the $10.50 per share price range.
    Mike Dell may return again next year to propose a new, lower price to privatize the company. There is significant risk here owning DELL at todays inflated prices.
    Hope this helps.

  • Reply to

    Mr Icahn wins we always WIN

    by carlicahnn Mar 14, 2013 4:06 AM
    bashfordcapital bashfordcapital Mar 15, 2013 12:42 PM Flag

    What "fight"?
    Mike Dell and his LBO team made a generous preimum $13.65 offer to privatize the company.
    No one else has made any offer to buy the company.
    If stockholders do not vote YES to the $13.65 offer then DELL will remain a public company and its shares will likely trade back down to the $10 to $10.50 per share range. That's not a "fight' . It is just a question of whether stockholders want $13.50 or $10.50 for their shares.

  • bashfordcapital bashfordcapital Mar 11, 2013 1:48 PM Flag

    Or Ichan will lose $200 to $300 million.

  • Reply to

    rebid coming

    by jayhawk2134 Mar 10, 2013 12:51 PM
    bashfordcapital bashfordcapital Mar 11, 2013 8:11 AM Flag

    Any "rebid" will likely be about a year from now, and lower than the current $13.65 offer.
    Hope this helps.

  • Reply to

    lets demand a great company and not settle for $13.65

    by suggp Mar 10, 2013 12:57 PM
    bashfordcapital bashfordcapital Mar 11, 2013 8:09 AM Flag

    All shareholders are welcome to vote against the $13.65 offer , have DELL remain a public company, and a near term trading share price of about $9 to $11 per share. Is that what you want? A "great company" with a share price 20% to 30% lower than it is today ??

  • Reply to

    $13.65 Is The First Offer...

    by leogcarrolastopper Mar 11, 2013 12:38 AM
    bashfordcapital bashfordcapital Mar 11, 2013 8:04 AM Flag

    If there are no other bidders, then the "first offer" , $13,65, will be the only offer. Mike Dell is not going to bid against himself.
    Hope this helps.

  • bashfordcapital bashfordcapital Mar 10, 2013 11:12 PM Flag

    The "risk" iwill be recognized when fools who bought in too late, after the buyout rumors, like jayhawk, flutemna, CTG etc... see the $13.65 offer get rejected and DELL market price trades back down to $10.50 per share (or less).
    fluteman, for example, borrowed money from his relatives to buy his 350 shares of DELL. CTG and jayhawk each took out a home equity loan so they could raise $7,000 and buy their 500 shares of DELL.

  • bashfordcapital bashfordcapital Mar 9, 2013 5:33 PM Flag

    19?
    Without the current buyout offer , even with the recent 5% plus market move higher, DELL srock would be trading about $10.75 per share right.

  • Reply to

    Dell Should Stay Public - NO special dividend

    by jkwelli Mar 8, 2013 9:16 AM
    bashfordcapital bashfordcapital Mar 8, 2013 1:58 PM Flag

    jkwelli,

    The problem with your argument is that it does not satisfy the selfish, greedy demands of the people who bought this stock too late, after the buyout rumors pushed the stock up 30%.
    This group of "investors" thinks they are owed something. They don't care about Dell's future business, it's employees, customers etc... They just want to cry like a little baby that Mike Dell somehow owes them some money. Shameful behavior.

  • Reply to

    could a post dividend price really last at $6?

    by btv104 Mar 7, 2013 6:46 PM
    bashfordcapital bashfordcapital Mar 7, 2013 9:59 PM Flag

    If Dell incurrs sgnificant debt the company could easily trade at $3 to $4 per share, or lower.
    In recent years, as Dell's core business has eroded, the company's cash position is the primary reason DELL stock has remained above $9. Pollute the balance sheet with debt and there is no bottom here.
    Hope this helps.

  • Reply to

    is this a joke ?

    by bashfordcapital Mar 7, 2013 9:57 AM
    bashfordcapital bashfordcapital Mar 7, 2013 1:01 PM Flag

    Within their industry, Seagate is in what is practically a monopolistic position.
    Dell is a completely different type of company, with major competitors in every one of their business product and service lines.
    Hope this helps.

  • Reply to

    offer

    by ellerbebil2 Mar 7, 2013 12:11 PM
    bashfordcapital bashfordcapital Mar 7, 2013 12:57 PM Flag

    What are you babbling about now? You wrote 'If MDell keeps screwing around"? Nonense.
    Mike Dell and his LBO team made a very generous premium type offer. If icahn,( or other Johnny-come-lately stockholders) do not vote yes to $13.65 then Dell will remain a public company and (on the news) the share price will decline 20% to 30%. That's how the stock market works.
    Ichan may lose a few hundred million dollars here, but he is an old man and can afford the loss.
    Hope this helps.

  • Reply to

    is this a joke ?

    by bashfordcapital Mar 7, 2013 9:57 AM
    bashfordcapital bashfordcapital Mar 7, 2013 11:33 AM Flag

    The Dell Board of Director's should have pursued a strategy which would bankrupt the company ?
    That is ridiculous.
    There is absolutely no justification for borrowing money, factoring out receivables etc..... to raise money for the purpose of paying a dividend. Leveraging a company's assets only makes sense if the
    money is used to grow a company's business operations. To fnd its buyout offer, Mike Dell and his buyout team are borrowing to pay shareholders the $13.65 per share. This puts the risk on Mike Dell and his LBO team. If Mike Dell is able to manage the new debt, and transform the company's business lines to becoe growth lines, then certainly Mike dell and his team deserve to profit from thatw ork. but there are absolutely no guaratees that their business plans will produce profitable reults, and at the very least it will take a few years of work.
    Icahn's "plan" is for DELL to now borrow money to pay a dividend? That's a joke. If he wants to be taken seriously he needs to come up with the money to make his own buyout offer and then hire people to run the company. same goes for southeastern or any other disgruntled stockholder. it's put or shut up. Right now Mike Dell is the only one making an offer, and it's a generous one at that.
    Hope this helps.

  • bashfordcapital by bashfordcapital Mar 7, 2013 9:57 AM Flag

    Carl Ichan proposing that DELL factor its receievable, and on top of that borrow billions of dollars, to raise the cash to pay stockholders a one time dividend? Essentially bankrupt the company to pay him off ?? that idea is absurd.
    if Ichan , Southeastern, or any other DELL stockholder thinks DELL is worth more than $13.65 then they need to come up with the money and submit their own buyout proposal. Put up or shut up.

  • Reply to

    Fluteman to BashTURD the Basher

    by fluteman_greg Mar 6, 2013 6:11 PM
    bashfordcapital bashfordcapital Mar 7, 2013 9:38 AM Flag

    CTG,

    Like fluteman, you came here after the rumors, after the stock price had popped 30%. You may pretend otherwise, but who are you really kidding ?
    I've never shorted a stock in my life.
    Over the recent years I have regularly traded DELL stock, usually holding for a few days to a few months at a time.Same with MSFT and CSCO. These large cap old tech type companies, during particular market conditions, are reasonably safe trading stocks. When DELL traded below 49.50 share, and even in the high $8's for a it last year, the stock offered attractive risk/reward. Where were you then ?
    Where was Sotheasstern Asset Management ? All the crying about a $13.65 per share offer is absurd. It's a high premum offer, especially considering DELL"s alarming negative business trends. If the current offer is not voyed YES then i expect dell stock to traded down at least as low as $10.50 per share. That is the risk anybody buying in here now, at current artificially inflated prices, should assume.
    Hope this helps.

  • Reply to

    Fluteman to BashTURD the Basher

    by fluteman_greg Mar 6, 2013 6:11 PM
    bashfordcapital bashfordcapital Mar 7, 2013 8:37 AM Flag

    What are you yapping about now ?
    Nothing has changed, fluteman. There is still only one buyout offer for DELL., $13.65 per share.
    If that offer does not receive enough YES votes then Dell will remain a public company and its stock price, depending on sock market conditions, will trade significantly lower than todays buyout inspired artificially high price. if this happens stockholders who bought in late, such as yourself, CTG, etc....will suffer a financial loss.
    Going forward, if DELL's business lines market share continues to erode, as evidenced by the recent Quarterly results, it is likely DELL stock will suffer further declines .Mike Dell and his LBO team, if they continue to have interest in privatizing the company, will likely have a future oportunity to do so, at a significantly lower price than their current $13.65 per share offer.
    Hope this helps.

  • bashfordcapital bashfordcapital Mar 6, 2013 11:26 AM Flag

    30% premium prive is "screwing over shareholders"?

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