x86 marks the spot: Dell reports upswing, keeps mum on going public

Dell outearned IBM in its latest quarter, reporting revenues of $22.94bn in Q2 2019 ending 3 August, compared to the $20.1bn turned over by Big Blue in its own latest quarter. However, the firm expressly refused to answer the question on everyone's lips – about the potential Dell plans to go public – in the earnings call. …

[ArrZarr]

Okay, but the real issue

Is a "Class V Transaction" supposed to be read as "Class 5 Transaction" or "Class Vee Transaction"?

[Doogie Howser MD]

Re: Okay, but the real issue

Or a class 5 full roaming vapour.

[Anonymous Coward]

throwing of cash...

so CSG is making money selling laptop bags while ISG takes whatever intel gives them and throws it out the door...

the real test is what happens when people figure out they do not need intel

(and the rep's realise they cant sell cell phones)

thats going to be over the next 2 years as chinese vendors figure out what to sell

[AMBxx]

Refusing to comment

If they're about to go public, wouldn't it be illegal to tell anyone until the official announcement? Just guessing.

[Tom 7]

Re: Refusing to comment

Why? Its not likely to change the share price!

[Charlie Clark]

Re: Refusing to comment

It's illegal to provide relevant information only to certain parties, so public announcements are the way to do it.

The problems they have to face are persuading owners of VMWare shares that swapping this for a bit of Dell's equity isn't just a pump and dump by Silverlake et al.

In the meantime the plan seems to be market share at almost all costs. Anyone who knows how US sales are accounted will probably point out that it is common practice to book future sales into the current year or quarter to meet targets.