NEW YORK ( TheStreet) -- After what is considered to have been disappointing second-quarter earnings results from Microsoft (MSFT - Get Report), the street seems annoyed that the software giant has now expressed interest in Dell (DELL). What possible advantage could there be with two tech "has-beens" coming together?Although it's true that neither Dell nor Microsoft have produced growth in sufficient quantities, there is an angle here that seems to be overlooked by many observers. For that matter, Microsoft's recent earnings report, though uninspiring to some, was actually pretty good. It suggests that Microsoft's interest in Dell is not the head-scratcher that it appears to be on the surface.
Microsoft Down but Not Out
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
More than 30 investing pros with skin in the game give you actionable insight and investment ideas.