Shaw Wu
Shaw Wu
build fast seem
They can't seem to build them fast enough.
doubt until
There's still some doubt on the Street. The deal's never done until it's done.
apple company digital entertainment turning
Apple is really turning more into a digital entertainment company than anything.
growth likely stories top
This is still likely one of the top growth stories of the year.
apple computer macs managing pc period personal platform preferred remain school strong students
Apple is benefiting from a strong back-to-school period where students need a personal computer today, and Macs remain the preferred PC platform for managing documents, music, photos, and videos.
additional customers shift surprised
They could see some additional business. I would not be surprised to see some of those customers shift some of their business.
apple business gross managing margin offset pressure
Apple has offset the gross margin pressure by managing its business better.
intel marketing possible ruin standpoint transition
A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?
adoption ahead doubt good million reach sign speed
No one had any doubt they would reach 1 million (downloads). But I think the speed of adoption is ahead of expectations. It's a good sign for Apple, and its strategy.
market negative
I think they had to reset the expectations a bit. I'm not particularly surprised, and the market will probably show some negative reaction.
apple both creative expense good market
Both Apple and Creative are doing well and it is not necessarily at the expense of each other. It's not a zero-sum game. This is a good market to be in.
costs cut hard improve less paying revenue
It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.
company cutting innovation known
HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,
apple company cool direction helps longest music portable shape vision
This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn't cool.