The following video is part of our "Motley Fool Conversations" series, in which technology and media editor/analyst Andrew Tonner and technology editor/analyst Brenton Flynn discuss topics across the investing world.

The PC business just isn't what it used to be, a lesson Dell investors learned the hard way after the company announced lackluster earnings earlier this week. Unimpressed and alarmed, investors headed straight for the exits the day after the announcement, leaving Dell around a harrowing 15% less valuable than one day earlier. But was the precipitous drop really justified? Our technology editor and analyst gives his take and weighs in on Dell's prospects going forward.

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