Dell's Latest Surprise

The following video is from Monday's MarketFoolery podcast, in which host Chris Hill and analysts Ron Gross and Jason Moser discuss the top business and investing stories of the day.

Activist investor Carl Icahn has signed a confidentiality agreement with Dell (UNKNOWN: DELL.DL  ) that will allow Icahn to look at Dell's financials. Icahn had proposed an alternative to Dell's plan to go private. Icahn is Dell's third-largest shareholder, behind Michael Dell and Southeastern Asset Management, which also opposes Dell's go-private deal. In this installment of MarketFoolery, our analysts discuss what the latest developments mean for investors.

Dell isn't the only one struggling in this industry. The massive wave of mobile computing has done much to unseat the major players in the PC market, including venerable technology names such as Hewlett-Packard. However, HP's rapidly shifting its strategy under the new leadership of CEO Meg Whitman. But does this make HP one of the least-appreciated turnaround stories on the market, or is this a minor blip on its road to irrelevance? The Motley Fool's technology analyst details exactly what investors need to know about HP in our new premium research report. Just click here now to get your copy today.

The relevant video segment can be found between 10:11 and 13:48.

For the full video of today's MarketFoolery, click here.


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  • Report this Comment On March 11, 2013, at 8:44 PM, kulahptik wrote:

    wow what a misleading title. "Dell's Latest Surprise" was what? That they let their third largest investor actually sign a confidentiality agreement? So he can look at their financials? Wow. who would invest in a company without that knowledge? oh yeah, all the people who lost everything in 2009. oh and why am I reading about HP's new boss whatever? I clicked on the article about Dells latest surprise. anyhoo my first and probably last post on this site. if I need anymore uninformative news articles with misleading titles I will continue to stick with Yahoo.

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