Bill Fearnley
Bill Fearnley
apple details fairly needs switch valued work
Apple is fairly valued but there's a lot of work that needs to be done if they switch processors, ... There are a lot of details that need to be fleshed out.
certainly current customers ibm research short
Our research suggests that current IBM customers are considering other vendors and certainly Dell is on that short list,
continuing expect pc people rolling seeing strong upgrade
On the PC side, we're seeing a rolling upgrade cycle. People are continuing to upgrade desktops and notebooks. We expect a strong back-to-school season, as well.
notice people walking white
I notice a lot of people walking around with white headphones.
apple good gotten hottest investors news selling stock
Investors have gotten used to Apple being out of stock on some of their hottest products. Now they have them in stock. And the good news is that they are still selling through,
companies competition decision everybody natural rushing slim stay
Everybody is rushing to TVs and suppliers, through natural competition will slim down a bit. Over time, companies will have to make the decision to stay in or get out.
chips cover demand market quarter question waiting
With Apple, the big question is can they get enough G5 chips to cover demand for the quarter and going forward? The market and resellers are waiting for the new iMacs,
quite
You have to look at Dell and say to yourself that it's had quite a run, ... neutral.
competition concerned continued declines enterprise expect face growth harder hardware lowering pc pricing remain revenue services tougher
We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, ... We are lowering our PC growth estimates... We also expect Dell to face tougher competition in the enterprise hardware and services segments.