That's true but there are a lot of warehouses in the distribution channel and they could very well be sitting there. Companies can keep write-downs off their bo

That's true but there are a lot of warehouses in the distribution channel and they could very well be sitting there. Companies can keep write-downs off their books for a while. I remember there was at least one accusation by Lenovo that Samsung was doing it with the Galaxy Tab at the end of last year: http://www.guardian.co.uk/technology/2011/sep/02/samsung-galaxy-tab http://www.guardian.co.uk/technology/2011/sep/02/samsung-gal...