I just came back from Dell's financial analyst meeting, and the firm is doing amazingly well. That wasn't the way it was a few years ago when folks were calling for a shakeup at the top. Michael Dell, along with an excellent team, turned the firm around, and he kind of did it by channeling Steve Jobs. Last week, Steve Ballmer had to respond to calls for his ouster by arguing that no one matches his energy or conviction. Agreed -- but clearly folks are questioning the quality of the job he is doing. The week ended with the release of a memo to RIM's management from a RIM employee.