Don't taunt that silly man...

...He'll be here mentally masturbating soon enough.

But seriously, there are no surprises here. Everyone expected this downturn and the smart vendors prepared for it. IBM will be able to weather the next year the best. HP has a bit more of a problem because their costs are too high, they have the square EDS peg to pount into their round hole, and too much of their revenue stream is from low margin gear. I think we can expect to see some significant layoffs at HP this year. Dell? Did someone say Dell? It's going to be interesting to see if they can ride this out. Sun is, well, no longer much of a consideration. Sun will be owned by someone else this time next year. They simply don't have the cash to see them through.