The days of Dell going up 40 percent a year are gone. But given its size and relatively low risk for a tech company, we'd all be happy if it goes up 15 percent a year.

In the bigger picture, the trade deficit will act as a substantial drag on growth. It will take some pressure off the Fed to raise rates.

It's nothing new for HP to cut prices and Dell can still make good money in desktops even though margins have come down,

This is a step in the right direction since the product lineup was getting stale, ... This doesn't mean that Nokia has solved all its problems but it does have more competitive products coming out toward the end of the year.

You're unlikely to see Dell moving up 3 bucks in a day.

Even if Dell does well and raises its forecast, will it matter? It seems like a lot of other companies are feeling the effects of a slowdown, ... Dell is clearly executing better than any other company out there.

But what if things aren’t what they seem? As you said, there is no truth in the Digital Sea.” “Eventually we must cling to some reality,” Mekena said. “Even if we are not sure it is the most real. One can wait for a whole lifetime for the reality we want and miss the one we have in our hands.