considering IT spending budgets haven't increased significantly: Dell
continues to increase share of a relatively static pie.
Revenue was "at" company guidance, at $13.4 billion; the U.S. component of its business was slower (up 14 percent); the international component
stronger than expected (up 21 percent). Europe in particular delivered
market share gains. By customer segment, the enterprise business was
weaker than the consumer business, possibly accounted for by product
sales mix. On a sector-by-sector basis, storage was up 49 percent,
services (which includes servers) was up 30 percent, and software and
peripherals (S&P) rose 29 percent to become the largest non-desktop
contributor to total revenues.