Thought provoking piece from Andrew Orlowsk in The Register. His contention is that Wall Street, or capitalism in general at this point is rewarding effecient distribution instead of innovation; that's why Dell is rated higher than Sun even though Dell is an just efficient shifter of boxes while Sun comes up with new things now and again. He's worried that investors/financiers no longer understand that technological innovation can take time. In persuit of the quick payoff investment now goes to commoditized distribution models, such as Dell, in preference to research that will bring about real innovation.

Quote: You don't need to be a card-carrying Communist to appreciate that capitalism has gone seriously wrong, here. It's all but killed the goose that laid the golden egg.