Bill Gates has a long history of making investments in cable companies with the hopes that it will secure Microsoft (nasdaq: MSFT - news - people) software a significant role in the technology used for high-speed Internet access and for cable set-top boxes that deliver interactive TV.
Michael Dell, 47, is betting that his company will be able to evolve into a more diversified seller of technology services, business software and high-end computers without having to pander to the stock market's fixation on whether earnings are growing from one quarter to the next.