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Don't Be Fooled—Icahn Didn't Lose the Dell Fight (DELL)
Tuesday, September 10, 2013 - 9:25am | 526Monday, Billionaire activist investor, Carl Icahn wrote an open letter to Dell (NASDAQ: DELL) shareholders saying that he was ending his battle with the Dell board. The always kind, humble, and gracious-in-defeat teddy bear of a man said in the letter, “We therefore congratulate Michael Dell...
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Barron's Recap: Watch Out Apple, Here Comes Lenovo
Saturday, September 7, 2013 - 3:21pm | 895This weekend in Barron's online: how Lenovo is putting the moves on Apple and Samsung, as well as the prospects for Microsoft, Bob Evans Farms and Chinese and Korean stocks. Cover Story "Lenovo on the Attack" by Leslie P. Norton. Lenovo has come out of nowhere to become the global leader in...
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Don't Write Off The PC Just Yet
Thursday, August 22, 2013 - 1:26pm | 622“Reports of my death have been greatly exaggerated.” American humorist Mark Twain supposedly said this (or something close to it) after reading newspaper articles about his pending demise. There are those who feel the same way about personal computers. Forbes recently reported that, despite...
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Will Apple, Dell And Hewlett-Packard Follow Lenovo And Build Notebooks In-House?
Monday, August 19, 2013 - 3:10pm | 533Lenovo (OTC: LNVGY) is on the verge of a major shift that could change the landscape of outsourced manufacturing. According to DigiTimes, the Chinese tech giant wants to produce 60 percent of its notebooks in-house next year. In 2013, the company outsourced 75 percent of its notebook production to...
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Dell Q2 EPS Slightly Tops Estimates
Thursday, August 15, 2013 - 4:47pm | 330Dell's (NASDAQ: DELL) fiscal 2014 second quarter results turned out to be slightly better than analysts had anticipated. The company reported an EPS of $0.25 versus an estimate of $0.24. While this may be a penny higher than Wall Street expected, it is 50 percent lower than the company's EPS...
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SLIDESHOW: Five Companies That Could Buy BlackBerry (BBRY)
Tuesday, August 13, 2013 - 3:24pm | 432BlackBerry (NASDAQ: BBRY) might be up for sale. The company is reportedly looking for a large, Google (NASDAQ: GOOG)-type company to take the helm through a massive buyout. If all goes as planned, the deal would be similar to the one Motorola scored when Google acquired its electronics...
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BlackBerry Wants A Google-Type Company To Come To The Rescue (BBRY, GOOG)
Tuesday, August 13, 2013 - 10:50am | 498BlackBerry (NASDAQ: BBRY) has publicly stated that it is seeking strategic alternatives to help the company prosper. Secretly, the company may have a more specific plan in mind. According to The New York Post, BlackBerry is hoping to attract an investor along the lines of Google (NASDAQ: GOOG)....
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Southeastern Sells Over Half Of Its Dell Shares To Icahn To Fight Dell
Monday, August 12, 2013 - 3:51pm | 415In a letter to investors disclosed Monday, Southeastern Asset Management disclosed that it had sold over half of its shares of Dell (NASDAQ: DELL) to Carl Icahn (NYSE: IEP) in an attempt to bolster Icahn's war chest and prevent the takeover offer from CEO Michael Dell and Silver Lake Partners from...
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Icahn Enterprises To Now Release Material Information On Twitter
Monday, August 12, 2013 - 12:49pm | 420Icahn Enterprises (NYSE: IEP), the investment firm controlled by Carl Icahn announced that they will use the official twitter of Carl Icahn to release "material, non-public information." His twitter handle is @Carl_C_Icahn. New Positions And Investment Ideas On Twitter In an SEC...
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A Non-Public Blackberry Would Likely Find Interesting Investors (BBRY)
Monday, August 12, 2013 - 9:16am | 507News has swirled of late that the BlackBerry (NASDAQ: BBRY)’s Board of Directors may be open to taking the public private and according to anonymous sources that spoke to Reuters, this might be the best option for the ailing company. The argument, in summation, is that although the company...
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Apple's iPad And Mac Dominated PC Sales In Q2 2013 (AAPL)
Wednesday, August 7, 2013 - 3:51pm | 480Apple (NASDAQ: AAPL) rarely comes close to attaining the most sales in the PC market. That's because the Mac, which achieved record sales in 2011 and 2012, rarely sells more than five million units per quarter. In 2013, Mac sales began to decline, creating some concern among market watchers. To...
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Barron's Recap: Netflix Versus The TV Titans
Sunday, August 4, 2013 - 9:56am | 872This weekend in Barron's online: the future of TV, what's next for the Dell buyout, upcoming IPOs and the prospects for Green Mountain Coffee Roasters and Franklin Resources. Cover Story "The Future of TV" by Alexander Eule. Netflix (NASDAQ: NFLX) is having a good summer, points out Barron's,...
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Icahn Twitter Feed Continues to Turn Heads; Activist Sees the Dell War 'Far from Over' (DELL)
Friday, August 2, 2013 - 1:25pm | 239Carl Icahn's Twitter feed continues to serve -- for better or for worse -- as a nice way for the famed hedge fund manager to tease his next moves. Icahn, commenting on the outcome of the Dell (NASDAQ: DELL) talks (which have gone on ad nauseam). tweeted the following Friday morning: We are...
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New Touch Screen Notebooks Could Suffer As Discounts Rise For Older PCs
Wednesday, July 31, 2013 - 10:52am | 460Intel (NASDAQ: INTC) may be getting rave reviews for its Haswell-based notebooks, but consumers and retailers could be too distracted to notice. According to DigiTimes, most channel retailers had expected the penetration of touch screen notebooks (specifically those using Haswell) to fall within...
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Will Apple's Bob Mansfield Leave for Dell? (AAPL, DELL)
Monday, July 29, 2013 - 3:21pm | 647Apple (NASDAQ: AAPL) created some controversy last weekend after eliminating Bob Mansfield from its executive leadership page. After rumors of his departure began to circulate, Apple confirmed that Mansfield had stepped down, but will remain at the company. "Bob will no longer be on Apple's...