Patrick Lo
Patrick Lo
channel compared ended fewer inability inventory resulted supply towards weeks year
Our supply constraints also resulted in the company's inability to replenish the channel towards the end of the quarter. Compared to the end of 2004, we ended the year with significantly fewer weeks of inventory in the channel in the U.S.
china couple investment major means might next plenty point strength
From an equities point of view, we think China will go from strength to strength over the next couple of years. We might see some adjustments, but I don't think they will be major corrections and that means there should still be plenty of investment opportunities for us.
access business community require
The business community will require more upscale (devices). You have to be able to roam between access points.
across continued demand fourth momentum quarter strong three
Demand in the first quarter continued to be strong across all three regions, maintaining the momentum of the fourth quarter.
energy government influence issue limited opened others time
This is a big issue because sectors such as telecoms, energy and financials are still heavily regulated by the state. In contrast, others such as manufacturing have been opened up for a long time and there's now very limited government influence over them.