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   Technology StocksDell Technologies Inc.


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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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From: calgal7/30/2013 11:32:54 PM
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Miicrosoft
tBy Shira Ovide
Microsoft lifted the veil on Surface revenue for the first time.Getty Images
Microsoft for the first time has said how much revenue its Surface tablets have brought to the software company.

The number, for the year ended June 30, was $853 million–a smaller amount than the $900 million charge that Microsoft MSFT +0.98% recently took on on the product line.

Microsoft disclosed the Surface figure in its annual financial report, which was filed Tuesday with the Securities and Exchange Commission. The company started selling Surface last October, but Microsoft previously has been coy about how the device has sold.

Partners that help Microsoft make one of the versions of Surface, called Surface RT, previously have said sales fell short of their expectations. Microsoft earlier in July slashed prices of that model–which uses an ARM-based chip and a variant of Windows 8 that can’t run older software.

At the revenue Microsoft disclosed for Surface–and assuming all units sold were the $499 Surface RT–unit sales would at most have been 1.7 million in the 12 months ended in June. By comparison, Apple AAPL +1.23% sold 14.6 million iPads in a single quarter ended in June.

Microsoft said that the $900 million charge reflected costs associated with making the price cut move and writing down the value of associated components.

Following the disclosure Tuesday, a Microsoft spokesman sent a statement by email.

“We recently reduced the price of Surface RT by $150,” he wrote. “We’re confident this pricing adjustment, along with our dramatically expanded geographic availability and distribution channels, will help accelerate Surface adoption and position us better for long-term success.

“Surface is currently available in 29 markets and more than 10,000 retail locations. We also broadened the availability of Surface to our business and institutional customers through a new channel-expansion program that allows commercial customers to purchase Surface devices from authorized resellers in the U.S., and we will be expanding this program to additional countries in the months ahead.

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From: hdl8/2/2013 10:26:09 AM
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any upside from here? will icahn make a better offer?

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To: calgal who wrote ()11/29/2013 5:22:48 PM
From: E_K_S
   of 176379
 
Not sure what your post has to do with Dell Computers?

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To: calgal who wrote ()11/30/2013 12:06:01 AM
From: SI Dmitry (code monkey)
   of 176379
 
Dear calgal,

Posting off-topic political content to stock investment discussion boards is prohibited on SI.

Please do not do this.

Regards,

@Dima

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To: SI Dmitry (code monkey) who wrote (176356)12/2/2013 8:40:42 PM
From: calgal
   of 176379
 
I am very capable of mis-posting.sorry. What did I do?

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From: Sr K12/10/2013 12:25:03 AM
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Dell laying the groundwork to go public again?

He's on Charlie Rose, upbeat about growing at double-digit rates, and the growth while public of 13,500% or 27 times the S&P 500.

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From: Sr K9/5/2014 11:32:56 PM
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First Dell laptops with Broadwell architecture Core M.

pcworld.com

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From: zax10/12/2015 9:55:13 AM
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In Takeover of EMC, Dell Makes Ambitious Bet
By MICHAEL J. de la MERCED OCT. 12, 2015

nytimes.com

SAN FRANCISCO — Two years ago, Michael S. Dell succeeded in taking the company that bears his name private, giving him time and flexibility to adapt it to a rapidly changing technology industry.Now Dell is poised to strike the biggest-ever takeover in the technology industry by buying a fellow company grappling with swift changes: the storage provider EMC.

In striking its deal of more than $60 billion, Dell and its financial backer, the investment firm Silver Lake, are betting that a huge acquisition will help one of the best-known names in the industry keep up with the times.

No longer can a company like Dell thrive simply by making personal computers, the business that its founder began in his dorm room three decades ago. Mr. Dell recognized that when he and Silver Lake took the company private two years ago, with the goal of continuing to move toward corporate computing services away from the glare of the public stock markets.

Buying EMC would give Dell one of the biggest names in computer data storage, adding to existing offerings like network servers, corporate software and mobile devices.

</snip> Rest here: nytimes.com

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