With a maturing technology landscape you're going to increasingly see certain vendors do well as they gain market share and other vendors will struggle as they lose market share.
Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.
It's all market share gains for Dell. You will not see Dell hint at industry growth.
Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.