What is Happening?  Buried in the somewhat disappointing financial reports from Dell and HP this week is something that Saugatuck sees as an indicator of a significant shift in how we see and measure IT markets.

Dell, for example, reported that overall sales in the second quarter declined 7.5 percent to $14.5 billion, missing analysts’ $14.6 billion average estimate. It also reported that while consumer revenue dropped 22 percent to $2.6 billion in the quarter (based on slow/declining PC sales growth), sales of enterprise services and solutions, which includes data-center hardware, software, and services, climbed 6 percent to $4.9 billion. That enterprise / data center growth is not only strong, but supports a compelling argument concerning how we see IT markets evolving.

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