Shaw Wu
Shaw Wu
shows
That shows you that their profitability is still intact.
apple company digital entertainment turning
Apple is really turning more into a digital entertainment company than anything.
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.
apple business gross managing margin offset pressure
Apple has offset the gross margin pressure by managing its business better.
fan larger loyal
They have a loyal fan base. It's getting larger every quarter.
gotten prudent
They had to do this to reset expectations -- things had gotten a little out of hand. I think that it was the prudent thing to do.
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.
advantages believe chain company cost direct forgotten structural supply
In our view, Dell is pretty much the same company and we believe most have forgotten about its structural and cost advantages with its world-class supply chain and direct model,
closer enter million
It's probably closer to 2 million as we enter the holidays.
earnings leverage numbers operating
The numbers look good. The earnings show the operating leverage is still strong.
buy game mac running
It's a game changer. With the Mac running Windows, why would someone go buy a PC.
desktop offset seeing strength weakness
They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop,
color people screen spur
A color screen would be a positive, ... Doing that could spur some people to want to upgrade.
additional apple base growth large law pace products sell users
It's the law of large numbers. The pace of growth had to come down, but that's still a very large base of users that Apple can sell additional products and services.