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Dell: What is Wrong with This Picture? or can Carl Icahn Rescue this Company?

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Friday, 10 May 2013
in Tech Giants

For the longest time I refrained from making much of a comment about the proposed Dell buyout by Michael Dell and Silverlake. After all, it is a sad story whose final chapter is yet to be written. During a lunch break this afternoon, Carl Icahn in an interview on CNBC once again raised a number of non-trivial questions about the transactions and the go forward outlook for Dell.

Listening to Carl Icahn describe his alternative plan for a what amounts to a leveraged recap of Dell, a few key points have come to mind:

© 2013 MGI Research, LLC
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Video Replay of the "Battle of PaaS Evangelists July 25 2012"

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Wednesday, 01 August 2012
in Cloud Computing

MGI Research - Battle of PaaS Evangelists July 25 2012 from MGI Research on Vimeo.

 

 

Recording of the "Battle of PaaS Evangelists" on July 25 2012 with Andrew Dailey and Igor Stenmark of MGI Research, Sacha Labourey, CEO of CloudBees and Sinclair Schuller, CEO of Apprenda

© (c) 2012 MGI Research, LLC
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