The following is from this morning’s On The Desk research section of the Kelly Letter subscriber site. The Dell Deal Our own Dell (DELL $13.52) will go private for $24.4B, or $13.65 per share, paid by Michael Dell, Silver Lake, and Microsoft. With our cost basis at $15, we were hoping for more, and we […]
Tag Archives: DELL
Waiting For Dell’s iPod Moment
In response to my article last week, Luigi wrote: Dell has one of the worst reputations in the business for customer support. Does this affect sales? Well, how did Dell manage to slide so much? Where are the repeat customers? Perhaps Dell will learn. Michael Dell is young, familiar with the business (he’s no John […]
