HP gains scale with its joint venture with Foxconn, announced last month. Does that hurt Lenovo's competitive advantage?
Lenovo will continue to innovate. With the scale that System x will have, we don't need to do that kind of deal that HP did with Foxconn to target new markets. Lenovo will have its own internal capacity -- from top to bottom. We'll be able to attack that market and our competition.
Quite frankly, all this HP talk is because they aren't comfortable with their position in the market right now and are fearful of the future.