Because the market was so high about a decade ago--dividend yields got down to about 1% and PE got up to almost 40 times--as I say in my book and as I said in the speech I gave at Princeton called "Don't Count On It, " if you think the stock market is going to give a positive return in the next decade, don't count on it.

FORBES: Intelligent Investing Briefing Book

For another, sell-side bankers say screening activity has been strong all through the summer, suggesting that more PE deals will crop up in September and October.

FORBES: Connect

The PE firm will end up with a minority stake in Dell, while Michael Dell, who rolled over his 14 percent stake in the company and forked over extra cash from his venture capital firm MSD Capital, will own the majority.

FORBES: Dell Unique Among Mega-LBOs; Silver Lake Takes Back Seat