Dell's margin improved for a third straight quarter from the preceding period and rose to its highest since the third quarter of fiscal 2001, when it reached 21.3 percent and the company reported record net income of US$674 million, according to Bloomberg data.
"They're gaining market share as they stay profitable, and in a very difficult, flat PC market," Tanaka said.
"And what happens when they gain market share is that they gain more economies of scale, and their lead just gets wider."



