Consumer electronics is a challenging one.

The market is in a very strange mood, and so with earnings and revenue growth estimates, it's pretty hard to predict how the market's going to react to a company's earnings and revenue growth rate right now,

The first quarter is always the toughest quarter for us.

And our size: The company this year is going to be close to $50 billion, so if that's the case and you can continue to grow that fast, I would rather put my energies to solving customer problems and growing our business than worrying about integrating and laying people off.

In the enterprise, the trend is towards smaller, more powerful standardized systems where Dell is uniquely positioned.

If you look at Internet companies today that have no earnings but have a lot of stock value and the high cost to buy them, we can't see in our business model where it makes a whole lot of sense,

After the second quarter, we took a hard look at execution and made changes to balance our pricing and product range, ... We implemented improvements to increase efficiency and drive lower operating expenses, and we focused resources to improve customer support. We are already seeing results including the consolidation.

The U.S. consumer business didn't grow that fast this quarter, but it's still a great business,

As we look at the dynamics of the industry...we see normal seasonal trends (and) good growth, healthy growth. And if what people are saying about our competition and the industry being down, we're probably taking more share this quarter than we anticipated.

As we continue to attract new customers worldwide, our team in India has played a vital role in the company's operations.