6问戴尔私有化交易
6、迈克尔和银湖的B计划是什么?迈克尔•戴尔可以马上让所有这一切戛然而止,他只需要每股再多出四分之一的价就行了。他有的是钱。银湖也可以多出点钱,或者是干脆等着自己出局(黑石和伊坎都还没有最终出价,银湖现在的交易价是每股13.65美元,或者它也可以拿上中止协议补偿金走人)。如果迈克尔的真实目的是要维持戴尔的现状,把它可以转型为一家企业服务巨头,那前一种方案就更可取。这种不确定性拖得越久,对戴尔公司、以及那些并非股东的利益相关方的伤害就越深。(财富中文网) 译者:清远 |
6. What is Michael & Silver Lake's Plan B? Michael Dell could end this all right now by offering another couple of quarters per share. He has the money. Silver Lake also may be able to chip in a bit more, or decide to wait it out (either Blackstone/Icahn don't ultimately bid and SLP gets the deal at $13.65, or it walks with the breakup fee). If Michael's honest goal is to maintain Dell is a strong going concern that can be transformed into an enterprise services giant, then the former may be preferable. The longer this uncertainty goes on, the more it hurts Dell with its non-shareholder stakeholders. |
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