On
manufacturing in India
I think manufacturing has already taken off in India. It has become more
critical with government policies focusing on encouraging the logistics and
distribution growing. As a result, you will see more and more vendors, who are
supplying components for PCs also setting up their hubs in India. This will
enable India to grow from a software industry to more of a manufacturing one as
well as.
On competition to the PC
Clearly, the PC is going to continue to grow. But there are a lot of devices
beyond the PC, which we call the Internet access devices, that are continuing to
grow and the market is very complementary between the PCs and the Internet
access devices. I think both of them will continue to grow and I think one will
complement the other rather than taking away the market share from the other.