Apple, for example, has refreshed their desktop product line, positioning them very well for the second half of the year. Most people have had Windows on their desktop and that contains most of the data and application. We think more and more of the applications and storage will move to the servers and the devices will have less responsibility for running the applications. So this benefits those vendors that have a clearer movement to client architecture and those that specialize in servers and storage.

-David Bailey

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