Google + Apple +iTunes ? Dell stumbles.

[alfredo]

http://www.thestreet.com/_yahoo/tech/hardware/10237939.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA


Meanwhile, Apple's shares might well have benefited from Dell's pain. The computer giant missed Wall Street's revenue targets for its just-completed quarter by $300 million and cautioned analysts that they needed to bring down their revenue targets for its current quarter.

Dell's stumble is in contrast to Apple, which has seen its computer sales and share in the PC market surge in recent quarters.

"Some investors seem be rotating out of Dell into Apple," says Foster. "Investors kind of have the attitude that Dell's weakness is Apple's strength."