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Clarification – For those following Dell Tech. – What do they mean by ‘mainframe refreshes’ & ‘content’ in servers business?

As title suggest, I m looking to get inputs from anyone owning or analysing Dell. The quarterly calls regularly refer to mainframe refreshes and content part of servers business. What is it.

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Title Of post: Clarification – For those following Dell Tech. – What do they mean by ‘mainframe refreshes’ & ‘content’ in servers business?
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