And Dell's largest independent shareholder, Southeastern Asset Management, says Mr Dell's offer "grossly undervalues the company".
Dell's third-quarter numbers, however, may be less important than Chief Executive MichaelDellMichael Dell's remarks.
Dell's third-quarter numbers, however, may be less important than Chief Executive Michael Dell 's remarks.
It is also interesting to note the response of Dell's board of directors to Dell's SEC settlement.
Dell's team includes the former head of Motorola's phone division (Ron Garriques) and another Moto employee (John Thode) who heads up Dell's netbook group.
ENGADGET: WSJ: Dell "preparing a move into cellphones as early as next month"
Dell's largest independent shareholder, Southeastern Asset Management, has said that Mr Dell's offer "grossly undervalues the company", while reports suggest other large investors also oppose the deal.
By contrast, Semel, a former movie mogul, has often seemed out of place in an industry of geeks-turned-CEOs like Apple's Steve Jobs, Dell's Michael Dell and Amazon.com 's Jeff Bezos.
Over the past year Dell has broke Dell 's mania for dealing directly with consumers to strike deals with Best Buy, Tesco and others to get Dell's computers in consumers' faces.
At the time of Mr Dell's offer, the company's board pointed out that it represented a 25% premium over Dell's share price in mid-January when rumours of the deal first broke.
We can't say we're completely surprised when Microsoft made an investment in Dell's reorg precisely to safeguard PCs, but it's good to know that Dell's interest in PCs still extends well beyond the server room.
We have held discussions with some of Dell's largest shareholders, and we anticipate inviting them, certain of Dell's other shareholders and certain other strategic and financial partners to participate in the transaction as part of our group.
As part of this process, we would expect to have full access to the senior management team of Dell, certain other key employees, Dell's independent accountants and Dell's records, financial and operating data and material agreements (including the schedules attached to the Merger Agreement).
And while Dell's year-long accounting probe makes it plain that the company was struggling to meet investor's sky-high expectations, (see: "Dell: Cooked Books and Computers") the company remains in robust financial health, even as rivals Hewlett-Packard and Apple continue to tear off fresh chunks of the PC market at Dell's expense.
By contrast, Semel, a former movie mogul, has often seemed out of place in an industry of geeks-turned-CEOs like Apple's (nasdaq: AAPL - news - people ) Steve Jobs, Dell's (nasdaq: DELL - news - people ) Michael Dell and Amazon.com 's (nasdaq: AMZN - news - people ) Jeff Bezos.
Then there's Dell's new stance on its suppliers, who will be told to start reporting greenhouse gas emissions data.
And he's remade Dell's product line with slicker designs and more of the laptops consumers crave.
But if that's going to put a strain on Dell's relationship with its suppliers or shareholders, Dell, who says he was compelled to care more about the environment by his 15-year-old daughter's penchant for recycling, appears unfazed.
Dell, the world's third-largest PC maker, has said Friday's deadline for competing offers could be extended if its board believes other suitors would benefit from more time to examine Dell's books and hash out other details.
Compaq's attempts to embrace Dell's direct-from-the-web model have appeared half-hearted.
Dell 's (nasdaq: DELL - news - people ) sales multiple: 1.0.
Investors will get a clearer take on the state of Dell's turnaround Thursday, when Dell releases its first-quarter earnings.
It's hard to imagine that Dell's current testosterone-heavy management group--or any other group--will ever be able to change that.
On a post to Dell's Direct2Dell blog, a Dell employee said the company is not cutting its ties to AMD.
It's also a channel where Dell's build-to-order advantage does it little good.
Dell's (nasdaq: DELL - news - people ) M1330 offers what might be the best compromise between power, price and size.
Morgan Securities analyst Christopher Danely said Intel will lower prices to keep AMD at bay at Toshiba, just as it did when AMD won a slice of Dell 's (nyse: DELL - news - people ) business last year.
But if Dell's impending retail push is bad news for HP, it's no slam-dunk for Dell either.
The acquisition was not so much for Compaq's PC business-- Dell Computer 's (nasdaq: DELL - news - people ) relentless cost-cutting model has taken out most of its competitors' profits there--but in the hope of building a consulting business, particularly in managed services, that could complement HP's highly profitable printing business.
Looks like Dell's stepped onto its own toes real hard with the Streak's Android 2.1 update -- O2 just confirmed to us that due to some "feedback from users, " it's decided to suspend said download while Dell gets cranking on a revised software release over the next two or three weeks.
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