I wonder why JL did not mention the volume increase of the existing HP (with bigger margins). Anyway doing business with HP has been always good for everyone. The future is still bright for ModusLink doing HP work! China is emerging so will be the business with HP.
All High-Tech companies are already in China. It is a matter of time for cmgi to announce the increasing numbers in Asia. Anyway China is just a manufacturing country. The products need to be shipped to US, Europe, etc. That is where the high dollar value is. ModusLink is looking still good to pick-up that part of the business.