Dell has not seen the success in China that it's seen in the U.S., and now its top two China guys are gone. It's a crushing blow for Dell in Asia in the same way Johnny Damon signing with the Yankees hurts the Red Sox's chances this year.
More Quotes from Sam Bhavnani:
It's going to impact retailers, chip manufacturers, and computer manufacturers. It's really going to hurt consumer-focused PC makers. If you're a PC maker and you have all your eggs in the consumer market, your sales over the holiday season are likely to be less than you expected.Sam Bhavnani
Creative is refocusing their efforts from higher-end computers to the mobile market, which they believe is going to be moving much faster.
Sam Bhavnani
Were seeing a fundamental shift in consumer buying behavior. We expect this trend to continue as 2006 will give the mass market dual-core processors and 64-bit capabilities.
Sam Bhavnani
It's kind of like signing a top pitcher from another team. For Dell, it's definitely a loss. It's not just that he retired, he went to the top competitor.
Sam Bhavnani
This is not good news at all for the Palm OS, ... adding Windows to the platform is a huge win for Palm. It will vastly increase Palms opportunities in the corporate space.
Sam Bhavnani
This is a big downer for retailers and for computer manufacturers because they were all looking forward to having something new to sell this holiday.
Sam Bhavnani
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