Fake Steve Jobs is one of the best blogs out there. He breaks down the problem Dell finds itself in, and he does it with humor. Check it out.
Mixed in with the humor are great points, like this one:
"They said we were suicidal, ridiculous, old-fashioned, hubristic, doomed. The effort cost us huge amounts of time and money and was far from a sure bet. But my feeling is if you don't dare bet on yourself and your own people, you shouldn't be in business."
-- El Jobso (Fake Steve Jobs)