PC companies do not want to have more than six weeks of inventory, and most of them try to live within three- and four-week turns, ... We're hearing about inventory build-ups in some companies that are as much as 13 weeks.
More Quotes from Tim Bajarin:
From the video, it looks like it's more of a mainstream Windows hand-held system as opposed to one dedicated to games or any specific application.Tim Bajarin
The fact that they have a loss is not good. It's not as bad as in the past, but it continues to be a concern.
Tim Bajarin
Bottom line, this is very good news for BlackBerry users. It means their service will continue, and it allows RIM to continue going after corporate business.
Tim Bajarin
Apple will continue to be a force in portable music and video, and desktop innovation. Its key challenge now is how it will extend the Mac more into the digital lifestyle, into the living room and the rest of the house, as well as to other portable devices.
Tim Bajarin
Microsoft's business model is not to create branded hardware. They're a software company. Normally, when they put these kinds of devices together, they're reference designs.
Tim Bajarin
I don't see it as a threat at all to Apple's music empire.
Tim Bajarin
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