QuoteSome in the PC industry are shrugging off any notion of shortages, and others are remaining tight-lipped about the impact of the recall on their supply. Some even suggest that Compal might just be trying to use the situation to negotiate favorable pricing. But if there is an impact, analysts say the fourth quarter could shape up as a typical case of the haves versus the have-nots. "You don't want to have a situation where you can't sell a $1,400 notebook because you don't have a $25 battery," said Roger Kay, an analyst with Endpoint Technologies Associates. "But if this plays out in the usual way, the big guys will get what they need, and the little guys will get screwed."