We'll Use Dell to Help Identify Microsoft, HP at the Morgue
It's the best because he approached the story from a unique perspective. He brought up something novel, something that actually matters in the bigger picture. He didn't plant himself in the middle of the media circle (insert popular spice for chicken here) by jockeying for position to get the story. That would have been a waste of all of our time.
Beyond Gara's astute observation vis-a-vis Federal Reserve policy, this Dell deal represents little more than another signpost on the dirt path to death for swaths of entire industries and several specific companies. If it wasn't for that, this would be a non-story.Sure, the numbers are the biggest we've seen in some time, but that, in and of itself, doesn't make this meaningful news.
It's shocking to me that we lead with this Dell news or a dead-cat bounce in the artist formerly known as RIM, BlackBerry (BBRY) , yet we let innovation at Apple (AAPL) bubble beneath the surface. That's because we're mired in this cycle of everything Apple does is bad, therefore when they do things that are good we must ignore them.
Here are the takeaways from the Dell "news."
Number One: You'll likely never hear from Dell again. It's not like it has been part of your water cooler, dinner or post-romp chats for quite some time anyway, but now the company is out of sight and out of mind for good. IBM (IBM) , Oracle (ORCL) and Cisco Systems (CSCO) will make Dell rue the day.