The array of capabilities is broader than that of Compaq.
The latest example is its consumer business. They're not staking out a leadership position. It's very hard for them to get all the pieces welded together. They've made some really good strides but they're just not on the leading edge.
The sizzle of the iMac is really in the cosmetics and unique design. That cachet is what they're trying to do with the iBook as well.
Apple really hasn't weighed in on the sub-$1,000 computer category. Their next step could be refreshing their current products and making pricing changes.
The inventory problems that plagued the first half of the year have been largely erased and we expect the market to perform better in the next six months with improved demand for low-cost and portable PCs.
It's kind of big. It's not a thin and light product. These are not road warrior machines.
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