Dell has not seen the success in China that it's seen in the U.S., and now its top two China guys are gone. It's a crushing blow for Dell in Asia in the same way Johnny Damon signing with the Yankees hurts the Red Sox's chances this year.
Gateway is heavily weighted toward placements at Best Buy, and Wayne Inouye was the guy who made that really tick.
This is something none of the other guys are focusing on.