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Barclays' Ben Reitzes lifts his estimates for Dell (DELL) and Tech Data (TECD) ahead of this...

Barclays' Ben Reitzes lifts his estimates for Dell (DELL) and Tech Data (TECD) ahead of this month's earnings reports. Reitzes thinks Dell, which has struggled to deal with the PC industry's troubles and soft corporate IT spending, has been gaining share against H-P (HPQ - also reporting this month). As for Tech Data, he thinks the IT distributor will benefit from "higher margins and solid execution."
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