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Re: Dell is on fire AH"Surge in global demand helps to revive Dellat FT.com (Thu 6:30pm)" Hey what gives? I thought we were headed into a global recession? :-) Dell is the #1 holding of the Longleaf Partners fund at 8.2% of assets at the end of Q1. This started as an overweight position for them in late 2005 so it has been painful for them. In Q3 2005 they describe the price they paid as "fire sale". That was probably around $30-35 per share. |
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Msg # | Subject | Author | Recs | Date Posted |
70121 | Re: Dell is on fire AH | batman10023 | 0 | 5/30/2008 9:30:18 AM |