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Wednesday, March 5, 2008

Compal about as expected

Admittedly, Compal is outside of my sphere of investment vehicles, but I like to pay attention to them and Quanta as the two of them together make up roughly 60% of the global contract PC market.

Quarterly results were better on the top line -- revenues exceeded expectations and notebooks beat expectations. Compal sees notebooks down 5-7% for next quarter and up 10% for the following quarter. Generally, I think visibility at contract manufacturers isn't discernable past the next 3 months, particularly with all this economic uncertainty around. Notebooks, the only growth part of PCs, are pausing... which they should do seasonally. It's hard to draw more from it than that.

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