Shaw Wu
Shaw Wu
believe carry december far impact intel likely mac momentum remains risk transition
While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter.
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.
apple good trying
Expectations were getting out of hand. It's good to see Apple trying to reset them.
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?
school touch whether windows work
We all touch Windows at work or at school, whether we like it or not.
biggest expect holiday price
Now that we are not in the holiday period, price matters, and that's why we expect that to see the biggest decline.
cost credit cutting growing growth hold main reason start
Right now he's getting credit because he's doing what he can, which is cutting cost. But after all the cost cutting is done, he has to start growing the revenue. That's the main reason why I have a hold on the stock. The top-line growth is not that impressive.
company itself turning
When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything.
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.
doubt until
There's still some doubt on the Street. The deal's never done until it's done.
both gained intel pcs
AMD gained on both PCs and servers, and I think H-P benefited from that. I'm basing my projections on how well Intel and AMD did. Intel didn't do so well. AMD did.
bit relief
There's a little bit of a relief rally.
bad news people playing printing
This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP.
growth likely stories top
This is still likely one of the top growth stories of the year.