Shaw Wu
Shaw Wu
industry perspective
From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.
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.
bit relief
There's a little bit of a relief rally.
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.
school touch whether windows work
We all touch Windows at work or at school, whether we like it or not.
corporate home next past potential spending stage
When you look at the whole (technology) space, the spending over the past 10 to 15 years has all been about corporate computing. But the next stage is going to be all about home entertainment. That's where the big potential could be.
cycle drive hardware tiger
Tiger could drive a new hardware cycle and that's pretty significant,
arguably base brand company customer strongest technology terms
Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.
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.