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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%Nov 19 3:59 PM EST

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To: Stonehenge who wrote (110477)3/21/1999 10:02:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Anyone have an opinion about this?

You bet! Whoever has dreamt up the possibility of a buyout has been hallucinating. IBM has a market cap of around $150 billion, and Dell around $105 billion. To make a technology deal like this go you need offer a pretty compelling premium to the acquired company. 30% at an absolute minimum. The point, of course, is that it would be unlikely that anything less than the equivalent of $60 - $65 per share would never be acceptable, and those kinds of terms would in essence give Dell s/h control of the combined company. That is not in the cards.

Dell has some short term revenue problems and business concerns that he is attempting to fix. For the first time, there remains a possibility that unit sales increases will not be sufficient to offset price due to offset price declines.

Nonsense!

This is the only part of the article that makes a modicum of sense to me:

The talks, if concluded, would have had Dell take over the manufacturing of Old CO IBM branded machines ...

TTFN,
CTC

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