I would need more information before trading because if IBM was up 5% and Dell (of all companies) was down 5% then there must be some underlying reason for it.
People who chose Dell are working on the same principle of those thinking just because a share price has halved in value then it must be a good buy, because it is now so much cheaper. This rarely works and I would have thought the dotcom bubble would have taught us that the "catching a falling knife" principle can cause serious damage to your health.
Denny