Typically a company will look at acquisition strategies when their growth starts to slow but there's no slowing down at Dell.

Schwartz has been at the company for a while.

This is obviously a strong quarter, but investors did have high expectations for what the company could do,

Despite all the new products, all the marketing press releases, we have yet to see these new products position the company for growth.

This is a company in turnaround mode, but we would have liked to have seen more progress. There wasn't anything that even hinted at a major rebound.