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Dell reportedly in talks to take company private

post #1 of 54
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Struggling PC maker Dell is reportedly in talks with at least two private-equity firms to take the company private.

Dell's alleged talks were first reported on Monday by Bloomberg, which cited two unnamed people familiar with the matter. Shares of the company surged more than 12 percent in afternoon trading in response to the report.

Dell


Though Dell is reportedly exploring the option of going private, the move is not a done deal. The talks are said to be "preliminary," and may fall apart.

While the PC market continues to struggle, Dell has a net cash balance of $5.15 billion, giving it an opportunity for a leveraged buyout.

The latest data from Gartner forecast Dell's U.S. PC shipments to have dropped 16.5 percent in the holiday quarter that concluded 2012. Those losses came despite the recent launch of Microsoft's new Windows 8 operating system.

Beyond Dell, the larger PC market has also struggled in recent years. Those woes are partially attributed to Apple's iPad, which dominates the tablet market.

In fact, this year tablet shipments are expected to surpass those of notebook PCs. NPD DisplaySearch expects that 240 million tablets will be shipped in 2013, compared to 207 million notebooks.
post #2 of 54

Up 15% earlier today. Now up 13%.

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post #3 of 54
Quote:
Originally Posted by AppleInsider View Post

Struggling PC maker Dell is reportedly in talks with at least two private-equity firms to take the company private.

Is the main reason so they can keep just how bad they are doing from the public?
Quote:
While the PC market continues to struggle, Dell has a net cash balance of $5.15 billion, giving it an opportunity for a leveraged buyout.

I think that's about the amount of cash Apple had on hand when Jobs took over.


PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

 

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post #4 of 54
Quote:
Originally Posted by SolipsismX View Post
PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

 

Oh, c'mon... what fun is that.

na na na na na...
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na na na na na...
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post #5 of 54

It's very tempting!

post #6 of 54
Quote:
Originally Posted by SolipsismX View Post

PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

 

OK, but does anyone have a link to the Muhammad Ali ad?

post #7 of 54

So,

 

Lenovo copies the MBP and other designs and is rising,

Hp copies the MBP in a disgusting way (envy lol) and is rising,

Asus copies the air and other designs and is rising,

Samsung copies the air, the mini, etc and is rising,

 

Meanwhile, when Dell was trying to up their game (they even launched a phone..) and stoping making crap, supports ubuntu, etc, the marketplace and IT world doesn't care, because it isn't neither cheap or Apple clones.

 

The WIntel and IT world must disappear, they feed each other. Only Apple and maybe Google can change it.

post #8 of 54
Quote:
Originally Posted by pedromartins View Post

So,

Lenovo copies the MBP and other designs and is rising,
Hp copies the MBP in a disgusting way (envy lol) and is rising,
Asus copies the air and other designs and is rising,
Samsung copies the air, the mini, etc and is rising,

Meanwhile, when Dell was trying to up their game (they even launched a phone..) and stoping making crap, supports ubuntu, etc, the marketplace and IT world doesn't care, because it isn't neither cheap or Apple clones.

The WIntel and IT world must disappear, they feed each other. Only Apple and maybe Google can change it.

It's a bit unfair when you put it that way but if you look at the natural world that seems to be the order of things.

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post #9 of 54

Their sales didn't really fall that much last quarter, but I think the trendline makes their future quite obvious. They are not a player in the phone or tablet space and their share of the PC market is deteriorating. Taking them private would maximize their current value and Dell himself could retire.

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Proud AAPL stock owner.

 

GOA

 

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post #10 of 54
Quote:
Originally Posted by SolipsismX View Post

PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

Tough. He got the second part done, all Dell needs to do is act on the first part.
post #11 of 54
Quote:
Originally Posted by anonymouse View Post

OK, but does anyone have a link to the Muhammad Ali ad?

link

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

 

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post #12 of 54
Quote:
Originally Posted by SolipsismX View Post


link

 

And, just in case anyone has trouble making out the dialog,

 

Quote:
Back up sucker! Back up. Come get me sucker, I'm dancing, I'm dancing! Follow me! No, I'm not there, I'm here! Whup. Here! Here! You out, sucker!
post #13 of 54

I am glad to hear Dell is struggling...it's been many years with the world being suckered into their cheap-o machines and second-rate hardware...a company that lacks no originality or ingenuity in their design...a wintel money-machine going down. This makes me very happy.

post #14 of 54

WWMDD:  What would Michael Dell do ?

  "What would I do? I'd shut it down and give the money back to the shareholders," Michael Dell said before a crowd of several thousand IT executives.

post #15 of 54
Publicly held stock is great when it appreciates or pays a reasonable dividend. Dell does neither for buy and hold owners.

taking a stock private is done when the stock is believed to be under appreciated by the Market... When does Apple do the same? Then all those stock manipulators won't have Apple to kick around anymore ;-)
post #16 of 54

I would shut Dell down and give the money to its shareholders...

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post #17 of 54
Quote:
Originally Posted by SolipsismX View Post

Is the main reason so they can keep just how bad they are doing from the public?
I think that's about the amount of cash Apple had on hand when Jobs took over.


PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

I think if I were Michael Dell wouldn't take my own advice (as given to Apple) rather I'd take the advice of a certain Steve Miller Band hit ... 1biggrin.gif
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post #18 of 54
Quote:
Originally Posted by SolipsismX View Post

PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

You're not the boss of me. /s

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"Apple should pull the plug on the iPhone."

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post #19 of 54
Quote:
Originally Posted by Brett Elery View Post

WWMDD:  What would Michael Dell do ?

  "What would I do? I'd shut it down and give the money back to the shareholders," Michael Dell said before a crowd of several thousand IT executives.

Apple's success since the NeXT merger really was the best "revenge" Steve and Apple had on all the naysayers, doom prophets, and pundits who were saying stuff like this back in the 90s. They are all Mac users now.

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post #20 of 54
Quote:
Originally Posted by SolipsismX View Post


Is the main reason so they can keep just how bad they are doing from the public?
I think that's about the amount of cash Apple had on hand when Jobs took over.


PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

When Michael said that, I knew people who had worked for dell and they knew was an Apple person they sent me that quote and attempted to abuse me at the time. I simple said Michael may live to regret those words.

post #21 of 54
Quote:
Originally Posted by SolipsismX View Post


Is the main reason so they can keep just how bad they are doing from the public?
I think that's about the amount of cash Apple had on hand when Jobs took over.


PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

Maybe HP is interested.  It might help HP get some customers.

 

Actually, its pretty grim for corporations to buy PCs, what are their choices? HP, Dell, Lenovo and a bunch Asian PC companies that are used to selling to consumers rather than corporations.

 

What a mess. Maybe Microsoft will buy them and turn themselves into a PC mfg and then rear end HP and all of the Asian companies by closing off Microsoft WIndows from being sold as an OEM, install on clone computer OSs, so they have to go only through Microsoft to buy hardware/software.

post #22 of 54
What I think Dell should do is take that $5.15Billion and invest in Apple stock : )
post #23 of 54
Originally Posted by SolipsismX View Post
PS: PLEASE, PLEASE, PLEASE NO ONE QUIP WHAT MICHAEL DELL SHOULD DO WITH THE COMPANY. WE HAVE HEARD IT FOR A DECADE NOW SINCE APPLE WAS RISING AND DELL WAS FALLING.

 

Too late; I already did in that other thread where it was mentioned.

 

His just deserts? No, no. He's just in the desert, and may he wander for years.

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post #24 of 54
Quote:
Originally Posted by drblank View Post

What a mess. Maybe Microsoft will buy them and turn themselves into a PC mfg and then rear end HP and all of the Asian companies by closing off Microsoft WIndows from being sold as an OEM, install on clone computer OSs, so they have to go only through Microsoft to buy hardware/software.

Or Google. 1biggrin.gif

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post #25 of 54
HP Dell and Gateway all team up and make Hellway computers.
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post #26 of 54
Originally Posted by tylerk36 View Post
HP Dell and Gateway all team up and make Hellway computers.

 

Gateway's owned by Acer. It'd be their "Ace in the Hell".

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post #27 of 54
Quote:
Originally Posted by SolipsismX View Post

Or Google. 1biggrin.gif

Only if they raise the price to $12 B.

If you're going to throw money away, that's the correct figure.
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post #28 of 54
Quote:
Originally Posted by pedromartins View Post

So,

 

Lenovo copies the MBP and other designs and is rising,

Hp copies the MBP in a disgusting way (envy lol) and is rising,

Asus copies the air and other designs and is rising,

Samsung copies the air, the mini, etc and is rising,

 

Meanwhile, when Dell was trying to up their game (they even launched a phone..) and stoping making crap, supports ubuntu, etc, the marketplace and IT world doesn't care, because it isn't neither cheap or Apple clones.

 

The WIntel and IT world must disappear, they feed each other. Only Apple and maybe Google can change it.


How has Lenovo copied anything? I can kind of see your logic on the others, but Lenovo's designs are in line with their earlier work. It seems likely that you didn't pay attention to them until you decided something looked similar to an Apple product.

post #29 of 54
Quote:
Originally Posted by hmm View Post


How has Lenovo copied anything? I can kind of see your logic on the others, but Lenovo's designs are in line with their earlier work. It seems likely that you didn't pay attention to them until you decided something looked similar to an Apple product.

Don't you like this lenbook pro?

 

http://www.bestbuy.com/site/Lenovo+-+IdeaPad+Ultrabook+13.3%22+Laptop+-+4GB+Memory+-+500GB+Hard+Drive+%2B+32GB+SSD+-+Graphite+Gray/5599296.p?id=1218670777857&skuId=5599296#tab=overview

post #30 of 54

Are you just here to troll?

 

http://www.lenovo.com

 

Take a look at their site directly. They don't market themselves like Apple. You picked out one from Best Buy that looks similar and suggest that it's a copy as well as the reason for their change in marketshare relative to Dell. They have a wide range of designs, and even if you're convinced this one is a copy, it means very little to the financial trends of the company as a whole.

post #31 of 54
Who cares, Dell is dying out, going private would be showing that there computers quit making money.
post #32 of 54
Doesn't Dell have a higher market share than Apple? That means winning, right?
post #33 of 54
Quote:
Originally Posted by jungmark View Post

Doesn't Dell have a higher market share than Apple? That means winning, right?

If HP, Dell, and Lenovo agreed to all raise their margins to the same level, they'd all be doing each other a favour. They've gotten into a silly race to be the cheapest and they're all suffering for it. Their brands are strong enough that they can do this quite easily, just slap $100 on top of every model, nobody would even notice.
post #34 of 54
Quote:
Originally Posted by Marvin View Post

If HP, Dell, and Lenovo agreed to all raise their margins to the same level, they'd all be doing each other a favour. They've gotten into a silly race to be the cheapest and they're all suffering for it. Their brands are strong enough that they can do this quite easily, just slap $100 on top of every model, nobody would even notice.

Walmart won't let them do that!
post #35 of 54
Quote:
Originally Posted by Marvin View Post

If HP, Dell, and Lenovo agreed to all raise their margins to the same level, they'd all be doing each other a favour. They've gotten into a silly race to be the cheapest and they're all suffering for it. Their brands are strong enough that they can do this quite easily, just slap $100 on top of every model, nobody would even notice.

I'm pretty sure that would fall under price-fixing.

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

 

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post #36 of 54
Quote:
Originally Posted by SolipsismX View Post


I'm pretty sure that would fall under price-fixing.


You beat me to it. It would fall under some type of collusion. You may remember LG and Samsung recently accused of this on lcd panels. Those are also mostly low margin items.

post #37 of 54

It might be a smart plan. Being a publicly traded company does have draw backs. If it is private, the owners will have more control over the company. If Apple dropped low enough in value, Apple would likely consider the same move. 

post #38 of 54
Quote:
Originally Posted by Marvin View Post


If HP, Dell, and Lenovo agreed to all raise their margins to the same level, they'd all be doing each other a favour. They've gotten into a silly race to be the cheapest and they're all suffering for it. Their brands are strong enough that they can do this quite easily, just slap $100 on top of every model, nobody would even notice.

 

 

Sounds great, except that is what the government is suing the publishers selling on iBooks for allegedly doing (and Apple). That is called collusion, and it is illegal. 

post #39 of 54
Quote:
Originally Posted by Curtis Hannah View Post

Who cares, Dell is dying out, going private would be showing that there computers quit making money.

 

Going private means Dell doesn't have to share profits. Dell actually makes money on servers. 

post #40 of 54

 

 

To be fair to Lenovo, it is following Intel's Apple knock off specification for an Ultrabook. Hence, pretty much all the Ultrabooks look similar. Personally, I am surprised Apple let Intel get away with passing off Apple's design as the Ultrabook specification. Intel essentially is undermining one of its partners (namely Apple). 

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