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-- -- -- Charlie Gasparino has been reporting a deal to take computer maker Dell private could come as early as this week now.
One of the major players in the buyout could very will be tech giant Microsoft.
Who will reportedly invest two billion dollars so -- Microsoft want from Dell and what role would it play with us -- parking in the specific -- Wright Reagan and and hasn't -- -- that this is going to be good if Microsoft is involved what we're shareholder Microsoft here.
So -- -- thanks for having me on the show here clearly it's a good move from a Microsoft standpoint I think.
The important thing here are from -- office to make sure that they have some influence.
Over the future direction of where.
Until devices go and you know with more and more form factor is being mobile.
Rather -- shift towards mobility.
That's -- -- very android is clearly dominating operating system and I think.
Having an investment into -- with charity benefit myself long term has again -- have some influence on the direction -- don't takes going forward.
This would be such a huge deal that that a couple of entities would be involved silver lake partners Microsoft about two billion not to mention that Michael -- private investment funds would be.
Investing about 700 million dollars but when you talk about Microsoft capital role in the in the actual ability and how the company is run.
What role do you foresee for them aside from let's just make sure windows -- is in every single Dell computer that gets out there.
Well I think there's also an.
An enterprise dynamic at hand here I mean -- is a large enterprise.
Vendor and inform myself standpoint again it helps them not just on the windows side of the business right.
But it also -- -- but -- enterprise business and contacts and so dealt could be a very.
Has been and can be a very strategic partner going forward.
Worldwide PC shipments are down about four point 9% in Q4 alone an and I you look at that you say.
Where is the future of this now I know the -- is coming out with some what I hear fantastical for books they also have a -- tablet of course.
But are they at sort of critical mass where would make a real difference for Microsoft's involvement.
So stunning clarity you know the direction for devices is more towards mobility.
And and Dell and into -- -- up they haven't really did -- to the mobile party here.
And I think.
From that stand for what we do have -- is a compelling product with windows any.
On the tablet and then just all the different mobile form factors and I think there is room for.
Both -- -- and -- to to do well would these devices I think you know.
You see some of them.
Kind of play -- and this partnership.
Lenovo was we just showed has sort of vaulted ahead of Dell when it comes to PC shipments Hewlett-Packard still at the top but do you foresee any change in market share where Dell.
By going private by hooking up with Microsoft might be able to the -- over Lenovo and eventually maybe take the top spot away from HP.
Well so so I don't -- Dell but what I can say is you know being away from the public spotlight -- will probably helped the company kind of you know.
Do what it really needs to do to be successful -- long term.
-- to cover other companies such as Cray have an honest look at some of the other names of that are their FBI company F.
5 Networks -- technology.
But look at at and what Microsoft has the ability to do get that stock price really just looks like it's.
-- a little bit closer to the 52 week low that's certainly the 52 week high.
What this relationship somehow she used that stock price in some way shape or form to get a closer to a year hot.
So I don't.
Think that this relationship is what's gonna take that the stock higher what what I do think is that.
-- adoption of windows agent and not just on the -- but -- on the Smartphone.
Is extremely important to get the stock price going and -- kind of -- where the stocks it's today most investors saying you know that.
Microsoft is unlikely to be a large player in this game going forward and and from my standpoint you know we had -- feel differently.
-- if you look at valuation.
This is one of -- cheapest.
Large cap tech stocks out there.
And and and you know -- simple way to look at it is even if you take out the entire windows franchise so let's assume that the windows franchise does not exist.
And -- the company can still -- north of two dollars a share without you know assuming any cost reductions.
And what that tells me is that when -- just for the cash in the balance sheet this a stock that's trading at about.
Eleven times excluding the windows franchise which in our mind is -- -- Well six months ago fourteen bucks and rode it up to 34 and then of course it's come back down but an interesting stock to watch even though it's one of the old stalwarts -- good to see you thank you for joining us.
Thank you thanks for having me -- -- park any time.
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