Microsoft is becoming more and more a server company and less and less a classic PC company,
HP has a significant weight around its neck with its PC business, ... It cannot match Dell's business model.
The transition to 64-bit computing is not in everyone's forecast. PC and server growth should be much higher than people are expecting and numbers for Dell will continue to come up,
We've already had really good reports from Microsoft and Intel and those are the two most important suppliers to Dell. Both had upside surprises from their PC and server-related business.