I would expect to see the memory problem clear out in a couple of quarters at most, but it looks like the panel issue is going to last.
More Quotes from Roger Kay:
That's one of the things Compaq bought Digital for, their service organization.Roger Kay
There is always an issue for a product you currently have when you expose the market to a future product. When commercial customers become aware that there might be something better down the road, they might delay buying now, particularly if they have som
Roger Kay
There are a fair number of potential acquirers out there, and the one thing Gateway really has is a well-known national brand in the U.S.. A suitor from China wouldn't be out of the question.
Roger Kay
If demand seems pretty weak and the economic signs are all pretty negative, they're going to batten down the hatches and be very cautious about the amount of product they put out there, so they probably won't have to do a huge cleanup after Christmas.
Roger Kay
It's the reason why HP bought Compaq. They had pretty much the same portfolio but they married to create bulk. And if Time Warner gets the right price, then AOL is available. But I suspect that they are looking for a partnership in AOL.
Roger Kay
The bad news is that it's hard to get to them, ... The good news is that they're not overexploited because they're hard to get to.
Roger Kay
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