CSFB Tech Conference underway in Arizona

I'm going to listen to a few of these. The conference is being webcast and has links to the Q&A sessions which is a rarity.

In the opening keynote, Michael Dell said Black Friday was pretty good, that the audience survey of a PC market down 0-5% next year sounds reasonable to him. He doesn't foresee a big drop in demand after the holidays but he also said it will depend on the economy.