Amid Buyout Battle, Dell Doubles Down on Turnaround Plans

A few questions, none answered, about buyout plans.
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Dell Set to Report a Big Earnings Miss Today

A tough day ahead.
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Carl Icahn and Southeastern Management Unveil the Dell Board They’d Like to See

Six names each from Icahn and Southeastern.
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Dell’s Special Committee Asks Carl Icahn to Get Specific on Buyout Plans

Also expected today: Icahn’s proposed slate of Dell directors.
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Carl Icahn Wants to Fire Michael Dell (Video)

A lively TV lunch hour with a corporate raider.
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Voices

Icahn, Southeastern Propose Alternative to Dell Buyout

Two of Dell Inc.’s largest stockholders, investor Carl Icahn and Southeastern Asset Management Inc., proposed an alternative offer to a $24.4 billion deal to buy out the company’s public stockholders.

Reed Hastings’s $300 Million Year

Most people would be unhappy about a $3.8 million pay cut. But the Netflix CEO is doing just fine.
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Voices

PC Slide Doomed a Blackstone-Dell Tie

It really was that bad. That was the conclusion Blackstone Group LP reached about Dell Inc. after it set a small army off to decide whether the private-equity firm should bid for the computer maker.

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Icahn Agrees to Restrict Himself in Talking With Dell Holders

Carl Icahn can talk to other Dell Inc. shareholders about his ideas, but won’t be allowed to form a formal group that would be bigger than the stake held by founder and CEO Michael Dell.

News Byte

Icahn Discloses Stake in Nuance

In an SEC filing Monday, billionaire investor Carl Icahn revealed a 9.27 percent passive stake in voice-recognition firm Nuance Communications, whose technology is reportedly behind Apple’s Siri. The stock had slid 21 percent over the past 12 months, but rose more than 8 percent after hours on the news.

Netflix: Thanks for the Advice, Carl