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In less than a decade, Dell (DELL) and Microsoft (MSFT) have gone from growth stocks to value stocks.

Shares of MSFT are getting ripped today in the wake of the company's third-quarter earnings report. The company earned 28.6 cents a share, which rounds up to 29 cents, but that includes a 2.6-cent charge for stock options. The Street consensus was for 33 cents a share.

The stock is currently down over 11%, its worst day since 2000. As bad as Microsoft is, Dell just don't make no sense. The stock is down to $26 a share! One of the things I've learned about investing is that trends can go on longer than you think. Everytime you wonder, "how much more can this go on?" it will.

Dell was at this price eight years ago, yet the company's sales and income have tripled since then.

Posted by edelfenbein at April 28, 2006 2:20 PM