There's a lot of capacity around, and the demand still seems to be pretty weak,
More Quotes from Roger Kay:
They want to stimulate buying behavior now, so they can't just lower the price. They have to indicate that if you don't buy now, you won't get that great price.Roger Kay
Their hopes are clearly pinned on mobile for the future. As usual, they say they can turn it around. But like the Dell guys a couple of months ago, management seemed rattled.
Roger Kay
That's one of the things Compaq bought Digital for, their service organization.
Roger Kay
It's more of a horse race now.
Roger Kay
If HP comes out normal to better than average, then it's not the market that's the problem.
Roger Kay
It is certainly the most exciting introduction of software that Apple has made in a long time.
Roger Kay
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