Shaw Wu
Shaw Wu
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.
closer enter million
It's probably closer to 2 million as we enter the holidays.
brand companies histories kodak might office room third trusted
With Kodak and Fuji already in so many outlets, there might not be room for a third player. These other companies have long histories in retail. You think of HP as the office printer, but they're not the trusted brand in photography.
apple catalyst technology tone view
We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006.
apple believe building concerned difficulty good instead meet problem
We believe Apple is having some difficulty building enough to meet demand, but we are not too concerned as we believe this is a good problem to have instead of building too many for no demand.
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
class correct hard investors itself stock trying
When you're such a class act, it's hard to keep it going. I think investors got a little too excited, the stock got too high, and the stock is just trying to correct itself now.
anticipate confusion customer field seeing
We are seeing some customer confusion in the field but we do not anticipate this to last.
apple believe content given markets successful type
We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
bit itself quarter
The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.
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.
means share slowing
When everyone else is slowing and you're not, it means share gains.