Bruce Stephen
Bruce Stephen
business consumer example good hard latest leadership leading pieces strides
The latest example is its consumer business. They're not staking out a leadership position. It's very hard for them to get all the pieces welded together. They've made some really good strides but they're just not on the leading edge.
cosmetics trying unique
The sizzle of the iMac is really in the cosmetics and unique design. That cachet is what they're trying to do with the iBook as well.
array broader
The array of capabilities is broader than that of Compaq.
forward hard leadership line move pieces
It's very hard for them to get all the pieces in line and move forward at a leadership pace.
demand erased expect half improved inventory largely market months next perform portable problems six year
The inventory problems that plagued the first half of the year have been largely erased and we expect the market to perform better in the next six months with improved demand for low-cost and portable PCs.
apple computer current next pricing products refreshing step weighed
Apple really hasn't weighed in on the sub-$1,000 computer category. Their next step could be refreshing their current products and making pricing changes.
light road thin warrior
It's kind of big. It's not a thin and light product. These are not road warrior machines.