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GLG News by this Author
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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June 24, 2009
Dell Looks To Ramp Up Acquisitions For Growth | online.wsj.com
The wardware side of Dell's market is commoditizing from PC's to printers to servers, to storage, etc. [roduct differentiation is becoming more difficult and margins are declining Their growth opportunity is on the Services side like cloud computing or document management and storage services or IT management outsourcing, etc where margin expansion is possible.
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