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   Technology StocksDell Technologies Inc.


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From: calgal6/27/2013 3:58:14 PM
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Has anyone bought a DELL Tablet?

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From: hdl7/3/2013 9:02:43 AM
   of 176375
 
any thoughts on the stock. icahn offer may push michael to increase his - yet the stock is below both offers.

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From: calgal7/11/2013 10:20:42 PM
   of 176375
 



Reuters


Ramping up efforts to break into the smartphone arena with a fresh new device by Motorola, Google ( GOOG) is reportedly willing to spend up to $500 million on marketing alone.

As the Moto X looks to compete with industry leaders Samsung and Apple ( AAPL), the $500 million marketing investment will be a huge help, handily topping both of its competitors' mobile device budgets in 2012, according to The Wall Street Journal.

Apple spent $333 million to market devices in the U.S. last year, while Samsung allocated $401 million, according to the newspaper citing data from Kantar Media.

Partially a reflection of Google’s influence and early looks at the phone ahead of its late-summer launch, the Moto X has been dubbed a potential game changer for the mobile device market. It will seek to compete with Samsung and Apple as one of the top device makers in the U.S.

A potential phone by Google has been making ripples since the Silicon Valley giant announced plans to buy Motorola Mobility for $12.5 billion in 2011. The phone will be available starting this fall through the four major U.S. wireless carriers: Sprint ( S), T-Mobile, AT&T ( T) and Verizon ( VZ), the newspaper said. It will eventually make its way into some overseas markets, including Europe, and will cost around the same as its competitors, the Journal reports.

Google could not be immediately reached for a comment on Thursday morning, while Motorola mobile declined to comment.

Read more: foxbusiness.com

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From: hdl7/17/2013 8:35:15 AM
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why is dell trading pm so much below michael dell and icahn bids?

perhaps because there is no one on this thread anymore.

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To: hdl who wrote (176346)7/17/2013 11:02:15 AM
From: Sr K
1 Recommendation   of 176375
 
If the Dell offer is turned down, the stock could go below $10. To preserve appraisal rights, you cannot vote For. The vote is expected to be close, or the meeting wil be postponed by about a week.

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To: Sr K who wrote (176347)7/17/2013 12:12:36 PM
From: hdl
   of 176375
 
but wouldn't icahn deal than go through? so stock is worth $14, not $10 or #13.

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To: hdl who wrote (176348)7/17/2013 7:58:52 PM
From: Sr K
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TECHNOLOGY | Updated July 17, 2013, 7:46 p.m. ET

Dell Buyout Pushed to Brink
Large Shareholders Expected to Reject Deal

By SHIRA OVIDE, SHARON TERLEP and DAVID BENOIT

Dell Inc.'s DELL $24.4 billion buyout plan was foundering late Wednesday evening, as a group of big investors signaled their intent to vote against a deal that would remove the technology icon from the public markets.

The new opposition from Vanguard Group Inc., State Street Corp. STT and BlackRock Inc. BLK pushed the deal to a new level of brinkmanship, forcing Michael Dell and his backers to either sweeten the transaction or risk seeing the deal fail.

.

wsj.com

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From: Sr K7/18/2013 9:20:51 AM
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Meeting adjourned to July 24.

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From: Sr K7/24/2013 9:45:36 AM
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bloomberg.com

Dell-Silver Lake Increase Buyout Offer to $24.6 Billion
By Callie Bost & Aaron Ricadela - Jul 24, 2013 8:53 AM ET

Michael Dell and Silver Lake Management LLC sweetened their proposal to buy Dell Inc. (DELL), boosting their offer to about $24.6 billion in an effort to clinch shareholder support.

The parties increased the offer to $13.75 a share from $13.65 and called it their “best and final proposal,” according to a statement today. Dell delayed a vote on the leveraged buyout to Aug. 2 at 9 a.m. local time at the personal-computer maker’s headquarters in Round Rock, Texas.

The new offer also requires that the Dell special committee agree not to count abstentions as votes against the deal, according to a letter included in the statement. After days of wooing by Dell and his camp, some 18 percent of eligible shares still hadn’t voted as of two days ago, a person familiar with the situation said. That works against the founder because absentees counted as “no” votes under the earlier proposal.

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From: calgal7/30/2013 10:55:51 PM
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Dell says SAP’s HANA Has ‘Scalability Issues
\


Michael Hickins Editor
Dell Inc. CIO Andi Karaboutis says it took six months of testing before her team was able to successfully run SAP AG ’s analytic application, HANA, because of the size and complexity of the data being analyzed.

SAP is counting on HANA, introduced in June 2011, to offset slowing growth in customer spending in its traditional segments, such as ECC, an application used by large companies to manage inventory and other business processes. Monday afternoon in New York it introduced a new visualization tool called Lumira that it says makes it easier for business executives to view analysis produced by HANA. The company boasts that HANA makes it easy to analyze huge amounts of data from a wide variety of sources in real-time, but Dell’s experience would show that achieving those results in real-world circumstances is far from a slam-dunk.

According to Ms. Karaboutis, Dell is tracking customer behavior and transactions across a number of venues, including its own website, social networks, and from transactional data supplied by resale partners. The data is stored in a number of databases, including those from Oracle Corp. and Teradata Corp. The computer company is trying to reinvent itself as a broader services company in the face of flagging sales of personal computers, and getting a better understanding of customer preferences is key to that effort.

But Ms. Karaboutis said during an interview that, “we’re not in production yet [because of] some scalability issues.” She said HANA may not have been as robust as it needed to be when it was introduced to the market, and while SAP marketed it as being able to parse data from a variety of sources, the system struggled to do that. “That’s one of the reasons it took so long to implement,” she said, and is “why it’s taken so long” for Dell executives to get those needed insights about customers. But she added that she still thinks SAP has “a great product.”

Steve Lucas, SAP’s president of platform solutions, said Monday that SAP intentionally went after big accounts when it first introduced HANA in order to establish its credibility. Noting that SAP will soon sign its two-thousandth HANA customer, he said, “if we hadn’t started with big customers, we wouldn’t be in this position.”

In an emailed response to Dell’s comments, he said “Dell is seeing significant benefit from investing in HANA… Dell was a VERY early adopter of HANA and we are grateful they brought a big challenge to us. In the end, HANA delivered.”

Mr. Lucas said HANA can perform a number of processing and analytic tasks, including transaction, text analysis, and predictive analytics, in live memory, which allows customers to get results almost instantaneously.

Data visualization tools such as Lumira generally make it easier for non-technical people to use complex analytics tools. They can also be used to display data to customers. Michael Gliedman, CIO of the National Basketball Association, was on hand Monday to help SAP introduce Lumira. Mr. Gliedman said HANA makes it possible for the NBA to show complex data sets, such as shooting efficiency or number of turnovers by individual players, on its website.

Mr. Gliedman said the NBA was “able to avoid any scaling issues,” and is able to generate “instant access to 4.5 quadrillion combinations of NBA statistics.”

Ms. Karaboutis said she is working closely with other executives, including the company’s chief marketing officer, to help turn around the company. She said executives remain focused on their responsibilities and “delivering on our commitments” to customers, despite the uncertainty provoked by the ongoing proxy fight and shareholder vote at Dell scheduled for Friday.

CORRECTION: Steve Lucas is SAP’s president of platform solutions. An earlier version of this article said he was the company’s executive vice president in charge of analytics products. HANA has almost two thousand customers; an earlier version of this article incorrectly cited that figure as one thousand.

The NBA is using HANA on its website, but has not yet begun using Lumira. An earlier version of this article said the NBA was already using this tool.

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