Walter Winnitzki
Walter Winnitzki
last market rallying reflection seeing
What we're seeing is a reflection of what the market as a whole is seeing. You had techs rallying over the last two weeks, and now we're seeing some consolidation after those gains. It's just that techs are a lot more volatile.
associated computer cut demand issues personal quite technology underlying
When you cut through some of the issues associated with Asia, the underlying demand for personal computer technology is still quite healthy.
broader gains industry investors looking maybe prominent saying tech true
Investors are looking at tech and saying that any gains in the industry will lag a broader recovery. That's true generally, and it's maybe especially prominent right now.
exception gonna market picking rule share technology
Dell is more the exception to the rule than the rule for what we're gonna see from other technology companies. This is Dell picking up market share in a no-growth market.