Basically, the direction they laid out is good. This Christmas will be the first big test, with products like televisions and the new Walkman. We'll see in January if they've cleared the first hurdle.
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There are moves to turn around from that path towards something like Matsushita.
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If there had been good surprises in the announcement, the news would have been positive. There weren't any surprises and so the news was neutral.
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