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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 readers.


(MSFT) - Get Free Report

right. I mean, Microsoft


be up, despite


(DELL) - Get Free 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


(INTC) - Get Free 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


(AAPL) - Get Free Report

when it comes to devices,



with cell phones and


(GOOG) - Get Free Report




on the Web.

They are not impacted by Dell's woes.

Somehow, I find that comforting.

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

It's always been my opinion that it pays to have more -- not fewer -- expert market views and analyses when you're making investing or trading decisions. That's why I recommend you take advantage of our

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

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