dell adamo, page-3

I agree MM. In the December CEO report, amongst many promising things, JW mentioned looking forward to an exciting start to 2011. 2 months in, and 'exciting' it is not....yet. The half yearly should not only be a review of the second half of 2010, but should also contain plenty of this 'exciting' information about what TZ are up to now. Let's hope it contains more about actual sales than information that growing pipelines.

As for Dell, with the product already developed and the customer already engaged, I don't see how it can detract from TZ's IXP and PAD businesses. TZ have said that that they are this quarter moving production to Asia, so volume production at a low cost should not be an issue, especially if Dell notebooks are built in Asia. Anyway, it's one to keep an eye on if nothing else.