Most likely the company will shift focus to cloud services from computer manufacturer, an effort that requires time, patience and a strong balance sheet to support the effort.

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Computer sales will be driven by a shift to notebooks from desktops, and from accessories.

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In the San Francisco metropolitan area, where this shift has been pronounced over the past decade, computer and electronic-product manufacturing accounted for 11% of gross-domestic-product growth in the region from 2005 to 2010, outpacing all other industries.

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