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Get Your iFad While It's Hot

If he means it, I hope you're not long on Acer:

Acer founder Stan Shih has commented that the fads for ultrabooks and tablet PCs are both short-term phenomena and urged companies in the notebook supply chain to come out with more value-added products through innovation.

Acer is best known for selling lots of cheap PCs that nobody really wants, but can afford. Pretty much the Dell of Taiwan.