David Toung
David Toung
market prevent prices stronger
I don't think it will prevent it (PC prices falling), but diversification will give them (CompUSA) a stronger market share.
brand cable good great leading maker move name slap top
I think it's a great move for Motorola. GIC is the leading maker of cable set top boxes. Slap on the Motorola brand name and distribution and it's a real good move for Motorola.
barely complete defined far generally looks moves targets
They generally defined what these moves would be and some general targets to reach, but we're far from complete with the details, It looks like they got barely enough.
confident customers december exceed fairly high march quarter rolls time
There is a seasonal cyclicality to that. The March quarter isn't going to be as high as the December quarter. Customers have to do some digestion, and by time Dec. 31 rolls around I'm fairly confident they'll exceed 1999.