from Commentaries:

The guessing game ahead of Dell-Perot deal

September 22, 2009

Dell Perot puzzle pieceIn retrospect, it's easy to say we could have guessed it:

Why didn't some investors put 2+2 together and figure out that Perot Systems might be a target for Dell -- before that is, Dell announced its $3.9 billion cash deal to buy Perot.

from Commentaries:

Dell shows discipline in opting for Perot

September 21, 2009

-- Eric Auchard is a Reuters columnist. The opinions expressed are his own --
  
By Eric Auchard

Who runs mergers and acquisitions at Dell?

September 21, 2009

(Update: Dell PR misspoke about Johnson’s responsibilities, and we’ve made changes below as indicated.)

from DealZone:

Is Dell overpaying for Perot?

September 21, 2009

With something like $10 billion in cash, Dell wouldn't seem to be stretching itself to buy Perot Systems. But the $3.9 billion it is offering represents a 67 percent premium, so Dell shareholders should probably ask themselves whether Perot's business is worth so much.

from DealZone:

Truth in tender offers? An eyewitness account.

July 24, 2009

U.S. Securities regulators on Thursday sued a well-connected Kuwaiti financier, saying he reaped millions in suspicious profits after false takeover reports briefly sent shares of Harman International Industries soaring this week.

from Commentaries:

A brutal logic to Dell’s reinvention: Eric Auchard

July 22, 2009

-- Eric Auchard is a Reuters columnist. The opinions expressed are his own --

By Eric Auchard

Michael Dell in New DelhiLONDON, July 22 (Reuters) - Dell Inc needs to reinvent itself to cope with falling margins for key products and a spate of mergers which are rapidly reshaping the competitive scene.

Sun Valley: Reuters returns to Idaho

July 7, 2009

Nearly every powerful media and technology executive you can think of will be camping out in the idyllic and affluent ski resort town of Sun Valley this week. They have aimed their Gulfstreams squarely at Idaho so they can show up at the 27th edition of Allen & Co’s media and technology conference, which investment banker Herb Allen holds every summer here.

Dell and Palm – Who needs whom?

June 12, 2009

When Dell hired Motorola’s cell phone president Ron Garriques in 2007, the talk was that the PC giant was preparing to enter the smartphone market.

So long analog TV; it was great knowing you

June 12, 2009

Isn’t today the big big day for the transition to digital television? You can be forgiven for forgetting — in fact that’s just how the Obama administration wants it.

from Summit Notebook:

Dell’s enterprise chief pooh-poohs netbooks

May 21, 2009

Netbooks: flavor of the month? Not according to Dell's Steven Schuckenbrock.

The PC giant's head of enterprise sales was quick to point out flaws in the stripped-down, no-frills mini-computers that have garnered rave reiews for their ultra-portability and anywhere-connectivity.