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Below is TBR’s commentary on VMware's CY3Q16 earnings results. Please feel free to use this content with TBR and analyst attributions. Contact Sanjay Medvitz at (603) 929-1166 or for additional commentary. VMware faces a critical period over the next two years as it aims to ramp up revenue streams in its software-defined data center (SDDC), End-User Computing (EUC) and hybrid cloud segments to offset declines in its traditional virtualization business. D … Read more »

Jack Narcotta

Dell’s stated intention to improve its 30%-plus service attach rates, which are among the highest in the PC industry, highlights its commitment to establishing its services business as a profit engine on par with its PC hardware business. Its PC hardware business is surging as sales of its premium PCs, particularly notebook PCs from its XPS family, remain brisk despite heightened competition from HP Inc., Lenovo, Asus and Acer. … Read more »