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The Shareholder Forumtm

special project of the public interest program for

Fair Investor Access

Providing an

independent, peer-reviewed valuation report

for the benefit of shareholders

of

Dell Inc.

     

 

Project Status

 

While waiting for Dell's report of a final proposal, activities for this project are focused on obtaining access to the information that will be needed to evaluate investor alternatives.

 

Inviting Advice

of Information Requirements for

Dell Valuation

 

To support the ability of Dell investors to make informed decisions about the proposed management buyout, please offer your advice of any issues or perspectives that should be addressed in independent reviews of the valuation reports prepared for the company's board and its special committee.

(You may submit advice anonymously or identify yourself for private communication with the Shareholder Forum. According to established policies stated in the Shareholder Forum's Conditions of Participation, identities of participants will not be disclosed without specific consent.)

For listings of other reports and research material

see

Dell Valuation Project Reference

 

Forum

Reports

Independent

Publications

May 17, 2013

Simplified Demand to Dell for Timely Access to Information

 

May 8, 2013

Proceeding with Dell Investor Information Requirements

 

April 29, 2013

Continuing Dell Resistance to Investor Information Requirements

 

April 15, 2013

Dell Board Supports Investor Rights to Ask Questions

 

April 3, 2013

Do Dell Directors Want Responsibility

for Investor Decisions?

see also

April 11, 2013 Forum Report

Dell Board’s Choice Between

Accepting Fiduciary Duty or

Respecting Investor Rights

to Ask Questions

 

March 28, 2013

Dell Continues Disputing Obligation to Provide Information

 

March 21, 2013

Getting the Information

Before Instead of After

Investor Decisions

See also related

March 19, 2013

Proceeding with Fair Access to

Dell Investor Information

and

March 15, 2013

Encouraging Practical Resolution of Dell Investor Information Requirements

 

March 15, 2013

Inviting Advice on Plan for

Independent Peer Review of

Dell Valuation

 

March 13, 2013

Encouraging Dell’s Voluntary Compliance with Investor Rights to Information

 

March 11, 2013

Obtaining the Same Information as Icahn

 

March 6, 2013

Obtaining the Same Information as Dell’s Advisors

 

February 28, 2013

Range of Dell Investor

Information Requirements

 

February 22, 2013

Progressing with Dell Example of Responsibilities for Investor Information

 

Wall Street Journal

May 16, 2013

"Dell Earnings: Profit Slides as Investor Base Shifts"

 

Bloomberg

May 13, 2013

"Dell Committee Asks Icahn for More Information on Plan"

See also

Wall Street Journal

May 10, 2013

"Icahn Plan Doesn't Dell-iver"

and

"Icahn's Alternative Offer:

Oust Michael Dell"

 

Law360

April 19, 2013

"Blackstone Bows Out,

Playing Silver Lake's Tune"

 

Barron's

March 30, 2013

"Michael Dell's Folly"

 

New York Times

DealBook

March 27, 2013

"A Potential Potemkin Fight

Over Dell"

See also subsequent

Wall Street Journal

March 27, 2013

"Silver Lake's Win-Win Approach

to Dell"

and

Fortune

(CNN Money)

March 27, 2013

"Exclusive: Dell paying Blackstone's bills"

 

Law360

March 15, 2013

"Dell Snubs Request For Records Related To $24B Buyout"

 

The Washington Post

March 12, 2013

"Dell rebuffs shareholder group seeking access to internal assessments that led to buyout"

For report of Forum response, see

Bloomberg

March 13, 2013

"Dell to Open Investor List to Southeastern Amid LBO Opposition"

 

Bloomberg Businessweek

March 11, 2013

"Icahn signs confidentiality agreement with Dell"

 

The Wall Street Journal

Deal Journal

March 7, 2013

"Dell Battle Could Linger Even With Icahn"

 

Bloomberg Businessweek

March 6, 2013

"Dell committee defends $24.4B sale as best choice"

 

Bloomberg

View

March 3, 2013

"Michael Dell Isn’t Trying to Pull a Fast One"

 

New York Times

Fair Game

February 24, 2013

"Dell’s Intentions Get a Hard Look"

 

 

 

 

 

 

This project is being conducted as part of the Shareholder Forum's public interest  program for "Fair Investor Access," which is open free of charge to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the Forum's purpose is to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant is expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

The management of Dell Inc. has declined the Forum's invitation to provide leadership of this project, but will be encouraged to collaborate in its progress to assure cost-efficient, timely delivery of information relevant to investor decisions.

Inquiries about this project and requests to be included in its distribution list may be addressed to dell@shareholderforum.com.

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.