Nikos Theodosopoulos
Nikos Theodosopoulos
becoming buying clearly consumer difficult industry smaller
It's clearly becoming a more concentrated industry from a consumer standpoint, and with Cisco buying Scientific-Atlanta and now this deal, it's going to be difficult for smaller companies.
april believe
We do not believe Cisco will pre-announce a shortfall for the April quarter.
demand early flat hit oil phase
We are not going to see a slowdown in demand for LCD TVs. Oil hit $60 and there was no slowdown. We are still in the early phase of flat panel TVs.
ahead expected quarter
The quarter was much better than expected - revenues were way ahead of plan.