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We realize that there will likely be an impact on unit sales as well and want to see more data before adjusting our estimates.
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But judging by the way the company reacted to the 3D smartphone craze (which lasted about a day), you can bet that Apple will sit tight and wait to see how well this technology performs before investing any amount of money into producing its own flexible screen.
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Well before the guarantees go, the agencies want to see stronger ownership and balance sheets.
ECONOMIST: A merger proposal is strangled at birth
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The camera cuts away before we see if the final Elizabeth, our Elizabeth, disappears as well.
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We may well see spectacular, possibly 10-30% share price bounces before we bottom.
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Before Oracle's competitors do anything rash, however, they should wait to see how well Mr Ellison's firm can integrate Sun.
ECONOMIST: Computing
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Mr. HUGHES: Well, as we said before, this is unchartered territories so it's really hard to see what the full effect is going to be.
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Before this year is out we'll see smartphones and tablets with "Intel Inside, " as well as new products built around Intel processors, including "connected" (Web-ready) TVs, DVRs, Blu-ray players and set-top boxes.
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Before we declare this a preview of what we'll see in Barcelona, though, we'd do well to point out some of the more glaring uncertainties beyond just the lack of internal hardware details.
ENGADGET