More on Dell's (DELL-OLD) FQ2: If there's a bright spot to the report, it's enterprise solutions, which (ahead of a leadership change) has grown to account for 34% of revenue and over 50% of gross profit. The division has its challenges - storage sales growth missed expectations, and application/BPO services revenue fell 7%. But it also saw server sales increase 8%, and networking sales 94% (39% exc. Force10). Also, Dell's services backlog rose 5% Y/Y to $16.3B. (more)