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Below is TBR’s commentary on HP's calendar 2Q14 earnings, with a focus on PCs, servers and storage. Please feel free to use this content with TBR and analyst attributions. Contact Jack Narcotta at (603) 929-1166 or jack.narcotta@tbri.com for additional commentary. HP’s revitalized PC business and healthy revenue growth of x86 servers show some, but not all, of the pieces are beginning to fall into place HP CEO Meg Whitman’s multifaceted turnaround plan conti … Read more »

Krista Macomber

Nearly one year into its privatization, Dell’s portfolio and go-to-market investments demonstrate consistent strategic focus. Dell continues its quest to become a provider of customer-centric solutions by leveraging channel partners and reducing barriers to collaboration internally and with technology and service provider partners. Dell’s core hardware revenue declined during its corporate restructuring in 2H13, dragging down corporate revenue and profitability, but TBR … Read more »