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When that happens, margin growth will be very substantial, and it would not completely surprise me to see that happen in the next quarter or two.The growth in deferred revenue last quarter was one of the factors that drove the significant increase in operating cash flow (CFFO) for the period. This is another harbinger of the impending break out growth of revenues on the services lines.The company formally announced its plan to repatriate more than $4 billion in overseas cash over the next 12 months. And it announced that it would provide specific capital allocation plans at the time of its analyst day on April 5.

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