Kai,
I found the following paragraph in your post especially encouraging. Do you know if CPQ is selling their sub $1,000.00 PC's in Asia? -Keith-
"The weakness in Southeast Asia will effect companies such as Intel, high-end graphics chip makers, and maybe notebook producers. On the other hand, it will help manufacturers here of such low end components as PCBs, connectors, cases, and the like. Sub-$1000 PC makers could also be especially big winners here,'' said Matt Cleary, associate research director for UBS Securities. |
