People are less likely to travel to Hong Kong but does that mean business is slow because of that? No, it's because the economy hasn't picked up.

There is a lot more to the processor business than selling processors. Controlling the supply chain and controlling product offerings is almost more important. And it's not just the supply chain, it's their manufacturing ability. They are way ahead in terms of manufacturing ability and economies of scale.

HP's best business is printing and imaging and the company diluted that by buying Compaq,

I really think that the scare of the auto shock has run its course. I think business people now are collectively coming to the realization that yeah, it's going to be a harder economy to make a buck, but we have to face it.' We've seen some underlying strength in the last nine months, but now that they've come to that realization, they're ready to get in the game.

Maybe you can make another 50 percent from here, but people are skittish, ... The problem in this market is that everyone's looking for the momentum play. Any sort of fear that a company isn't going to be able to sustain a momentum ends up a reason to dump shares.

The business is moving into this part of the world and our job is to provide people who travel in our network with access to regions where their businesses are growing.