AustinStartup - Latest Comments in Dell Acquires MessageOne

Re: Dell Acquires MessageOne

admin — Thu, 14 Feb 2008 19:04:08 -0000

Dell went through a lot of trouble to provide independent valuations on the deal, just to avoid the family issue (it seems from the press release). Sounds like you think Dell overpaid for this company.

You know if it was Microsoft, Yahoo, or Google they wouldn't disclose anything to anyone because at $150M it's not even "material" to the business. Not something I agree with by the way, but it happens all the time.

No matter what MessageOne's revenue, Dell will take the product and sell 20x more of them, so it's definitely a product leverage deal.

It's better than investing the $155M in Facebook.

Thanks for the comments. Keep the coming!

Re: Dell Acquires MessageOne

What are the metrics — Wed, 13 Feb 2008 10:15:33 -0000

I understand the comments by Embarrassed & Enraged....so what would make everyone at ease would be the details...what were the revenues, profit and growth metrics...the metrics behind the valuation. Without these how can shareholders be satisfied that this was an investment in the normal course.

Re: Dell Acquires MessageOne

Embarrassed & Enraged Stak — Tue, 12 Feb 2008 15:16:13 -0000

Not sure I understand the congratulations and group-hug offered up to the Dell brothers in this article. This acquisition smells, and not in the good way. It goes to show how much the board is watching out for the stakeholders by allowing this thinly-veiled pay-off to the Dell family. The closing paragraph should read something more along the lines of “Congratulations to Satin, Paul and Mike. You guys deserve it. Welcome to the good ol’ boys club. You are a shoe-in for an SEC probe and a couple years behind bars, and when you get acquired I don’t think they will be any more lenient!”

Re: Dell Acquires MessageOne

Sue Massey — Tue, 12 Feb 2008 09:00:23 -0000

I found your site on google blog search and read a few of your other posts. Keep up the good work. Just added your RSS feed to my feed reader. Look forward to reading more from you.

- Sue.