It's Wednesday, May 18th, and this is Market Foolery.

I'm Chris Hill and joining me in studio today from Motley Fool Asset Management, Bill Mann.

That's true.

From Income Investor James Early, and from Hidden Gems Charlie Travers guys good to see

and to see you Chris. General Mills just bought a billion dollars worth of

yogurt and there's a public outcry for a prominent leader to step down and we are not talking about the

head of the IMF. But first shares of Dell are up today as the company

reported better than expected earnings. Charlie Dell's profit nearly tripled in the latest quarter. How are they

getting it done? You know, Del's kind of benefiting from the corporate refresh

cycle that is also you know coming around to help out companies like Microsoft and

this is actually kind of the culmination of a coming around to help out companies like Microsoft.

And this is actually kind of the culmination of a long and protracted

reinvention that Dell has had to go through

as its consumer PC business has kind, suffered from competition and eroding profitability

to where at this point it doesn't really contribute at all to the business's bottom line.

So where, you know, Dell's bread and butter and the future direction of the company is is serving large IT departments at you know big companies and also in the government and so what this means is that

their focus on servers networking storage you know this is recurring revenue,

they get consulting relationships, higher margin kind of stuff, you know and it's going

really well for them and they up their profit growth guidance for the year on the operating line to mid-teens growth, which is pretty

respectable for them.

I think the interesting thing about it is you also had the Hewlett-Packard earnings which were horrid.

So I'm not sure that there's, I mean I'm not sure that you can say that it's lifting all boats.

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