We believe the mainframe weakness will persist into the fall and possibly the December quarter, when G7 moves into full swing. In our view, this is more than a first-quarter issue, and we think both stocks will likely remain depressed. Chris Shilakes More Chris Shilakes Quotes 0
I'd be surprised if the strain was localized to Asia. Most of the survey work that we've done leading up into the end of the quarter also indicated that business was quite difficult in the U.S., and I wouldn't rule out a miss in Europe as well. Chris Shilakes More Chris Shilakes Quotes 0