Tai Nguyen
Tai Nguyen
demand inventory pcs
If end demand for PCs is not there, inventory would be a concern.
earnings estimates fourth might numbers
This is material. From what we're seeing, earnings estimates should probably go up for the fourth quarter, and 2005 numbers might come up as well.
coming maybe
It's unbelievable. Maybe I could rebuild, but what if no one is coming back? What would be the point?