This is a commodities business, so the companies that do it best are the ones that do it more efficiently.

- Kate Warne

I think the sentiment has not entirely shifted away from the belief that technology will continue to do well. But the believers are getting more and …

- Kate Warne

People are worried where additional supply will come from.

- Kate Warne

The Cisco announcement that their revenue might slow due to shortage of parts meant, therefore, Nortel was down because it's competing in the same ma…

- Kate Warne