Sam Bhavnani
Sam Bhavnani
below broader happened happening needs per profit remember terms
What happened was, from broader perspective, its profit was up something like 12 per cent, but it was a little bit, I think, below expectations. What's happening in terms of the U.S., what everyone needs to remember is the company's going through a transition.
apple basically consumer digital expansion home news sony terms
Today's news was basically an expansion of Apple's digital home strategy. In the 1980s, Sony had a stronghold in terms of consumer electronics. Now Apple is doing the same thing.
buying consumer continue expect market mass seeing shift trend
We?re seeing a fundamental shift in consumer buying behavior. We expect this trend to continue as 2006 will give the mass market dual-core processors and 64-bit capabilities.
apple both brand hooked living people products slowly sony sort
Both these products are a way to get more people slowly hooked into the Apple brand in the living room, sort of like what Sony did in its heyday.
adoption basic buys cell eliminated entire information market mass nobody palm paradigm phones
Nobody buys traditional handhelds anymore. The entire market underwent a paradigm shift. The mass adoption of cell phones eliminated the need for basic PIM (personal information management) functionality from a Palm Pilot.
adoption basic buys cell eliminated entire information market mass nobody palm paradigm phones
Nobody buys traditional handhelds anymore, ... The entire market underwent a paradigm shift. The mass adoption of cell phones eliminated the need for basic PIM (personal information management) functionality from a Palm Pilot.
strategy towards
One thing that is challenging Dell is its strategy towards higher-end products,
battery close core dual life trade
There has always been a trade off between battery life and performance, and while dual core doesn't close the gap, it significantly narrows it.
computer downer forward looking retailers sell
This is a big downer for retailers and for computer manufacturers because they were all looking forward to having something new to sell this holiday.
drive future mainstream message systems
AMD has touted that 64-bit systems are future-proof, and it was able to drive that message to the mainstream market.
medium products sell small target time year
They're in a time of transition, and what they really need to do this year is sell products to small and medium businesses. Now, they don't really have products out there yet for that target market.
adding corporate good huge increase news palm platform vastly win windows
This is not good news at all for the Palm OS, ... adding Windows to the platform is a huge win for Palm. It will vastly increase Palm?s opportunities in the corporate space.
focusing guys none
This is something none of the other guys are focusing on.
asia blow chances china crushing guys hurts johnny red seen signing success top yankees
Dell has not seen the success in China that it's seen in the U.S., and now its top two China guys are gone. It's a crushing blow for Dell in Asia in the same way Johnny Damon signing with the Yankees hurts the Red Sox's chances this year.