Another perspective for giving no guidance is to show preference to MDell's deal and to keep from giving Icahn an advantage.
Revenues beat...customers still there. Sales mix is changing. The best time to buy your company back from outside shareholders is when what they've come to expect in terms of continuity or growth declines and discourages them... but before the new revenue base kicks in.
I read this message board and watched my stocks on a 23" Dell monitor attached to a Dell laptop and I'm sure not going to squint and try to work on a smaller screen on a daily basis just to say I'm mobile. I doubt PC manufacturers with the right leadership will go away.