Dell has always favored non-proprietary technologies that do the job for less.

FORBES: Dell Goes After The Enterprise With Beefier Networking

Through acquisition, Dell built up an arsenal of storage products and technologies from leading edge disk storage brands (Compellent and EqualLogic) to backup (AppAssure and Quest), archive (Exanet), and deduplication (Ocarina), spending billions along the way.

FORBES: Whither Dell Storage Post LBO?

Both Microsoft and Dell have stagnated in market capitalization as customers shifted to newer technologies.

FORBES: Leadership

And soon it will begin using software from the recently acquired SilverBack Technologies and Everdream to monitor the vital signs of Dell hardware on corporate networks.

FORBES: On The Cover/Top Stories

Last month, Dell acquired Ocarina Networks, a company that uses compression and de-duplication technologies to optimize storage.

FORBES: Head In The Clouds: Dell To Buy 3PAR For $1.15B

Apple Inc. ( AAPL) and Seagate Technologies ( STX), a hard disk drive company, are his top two holdings, and Dell ( DELL) is his tenth largest.

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However, as the Android tablet market grows, we believe Dell will be able to at least hold on to its share, if not grow it using its innovative technologies and new products as well as sales capabilities.

FORBES: Tablets To Lift Dell Stock Above $20