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Below is TBR’s commentary on Dell Technologies' fiscal 3Q17/calendar 3Q16 earnings with a focus on its PC business. Please feel free to use this content with TBR and analyst attributions. Contact Jack Narcotta at +1 603.929.1166 or via email at jack.narcotta@tbri.com for additional analysis.

Soaring operating income gains show Dell Technologies’ Client Solutions Group (CSG) successfully transformed into a premium- … Read more »

Stuart Williams

The future path of applications is starting to emerge, as product categories begin to collapse into user-centric front ends that enable collaboration, communication and functional tasks such as sales, marketing or manufacturing. Microsoft took a big step down that path by integrating its Dynamics CRM and ERP packages. Microsoft’s business applications future includes LinkedIn data and people-based data to facilitate interaction and commerce. … Read more »