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This column was originally published on RealMoney on Nov. 1 at 12:50 p.m. EDT. It's being republished as a bonus for TheStreet.com readers.

Microsoft's

(MSFT) - Get Microsoft Corporation (MSFT) Report

right. I mean, Microsoft

should

be up, despite

Dell

(DELL) - Get Dell Technologies Inc Class C Report

, because it isn't a unit shortfall, it is a pricing and gross margin shortfall.

That makes me happy, because I was beginning to believe that this stock market is so stupid that it can't get anything right.

The fact that Mister Softee is higher tells me that the impact of Dell will be limited to

Intel

(INTC) - Get Intel Corporation (INTC) Report

, and even there, given that Intel has some other businesses that aren't PCs, I am not going into hysterics over the stock being down 60 cents or so.

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Best of all, though, is a recognition, however grudging, that the rally in tech can actually happen away from Dell. Tech is dynamic; its leadership fluctuates. Right now, the leaders are

TheStreet Recommends

Apple

(AAPL) - Get Apple Inc. (AAPL) Report

when it comes to devices,

Motorola

(MOT)

with cell phones and

Google

(GOOG) - Get Alphabet Inc. Class C Report

and

Yahoo!

(YHOO)

on the Web.

They are not impacted by Dell's woes.

Somehow, I find that comforting.

P.S. from TheStreet.com Editor-in-Chief, Dave Morrow:

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At the time of publication, Cramer was long Microsoft, Intel, Motorola and Yahoo!.

James J. Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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