PC companies do not want to have more than six weeks of inventory, and most of them try to live within three- and four-week turns, ... We're hearing about inventory build-ups in some companies that are as much as 13 weeks.
The bargain prices you get in the sub-$1,000 PC category are exceptional. A new user is going to be much more easily swayed to the IBM world than they are to the Mac world.
It has turned them into worthy competitors of major PC vendors.
The move to Intel is critical to Apple's future because it allows (the company) to attract the hard-core PC crowd. If they show they can run applications two or three or four times faster, they will get a lot of attention.
This hits retailers, and it hits PC makers that were looking toward Vista for a surge in consumer PC sales at the end of the year.
It's the only company that can provide a PC platform that can run Windows and the Mac. It plays well into their switch campaign. They are trying to more aggressively go after those who have been on the fence.