So says industry pundit Roger Kay in BusinessWeek.
Roger discusses the dynamics of the x86 server market and the emergence of cloud computing.
His take – "In the $28.7 billion global market for servers, Dell trailed HP in the first quarter, according to IDC figures. But it was the only major player to achieve double-digit growth, and in the current quarter, Dell is likely to close the current eight-point gap with leader HP another notch. We're talking about a big pie here—and Dell is coming in for a decent slice of it."