The following video is part of our "Motley Fool Conversations" series, in which Chief Technology Officer Jeremy Phillips and senior technology analyst Eric Bleeker discuss topics across the investing world.

Dell just released earnings, and they're ugly. The company is hopelessly behind in PCs and has no eye to future growth markets. Its not a major player in merging markets, and has no significant toehold in mobile or tablets. Aside from PCs, the company's services and IT solutions strategy still isn't as capable as perpetual laggard HP, either. While Eric's not a fan of either stock, he's left to wonder why investors would choose Dell over HP at this point, especially considering HP is cheaper on some metrics, like operating profits. More to the point, while IT looks to have some rough quarters ahead, its at times like these Eric would rather re-trench with broad market leaders like IBM or a company that dominates its niche and has global growth like EMC. To see Eric and Jeremy's full thoughts on Dell, watch the video below.

HP and Dell are both counting on the era of big data to deliver much-needed demand for their offerings. But the sad truth is that neither company is a leader in this exceedingly important category that will help define the tech winners of the next generation. To discover one company Fool analysts believe will rule this emerging area of technology, we've created a free report titled "The Only Stock You Need to Profit From the NEW Technology Revolution." Inside the report we'll reveal a company that has gone on to gains of more than 200% since first recommended by the Fool. Best of all, it still has room to run. You can click here to access your report -- it's totally free.

At the time this article was published Eric Bleeker owns shares of EMC. Jeremy Phillips has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, EMC, and IBM. Motley Fool newsletter services recommend Apple. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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