Shaw Wu
Shaw Wu
flight investors names quality
It's the flight to quality. Investors want to own the names that are doing well.
clearly decline desktop growth offset pcs strong weakness
There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.
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.
build fast seem
They can't seem to build them fast enough.
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.
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 flawless obviously report stock
If you look at the stock price, it's obviously been a darling. Expectations were very high. . . . Apple had to report a flawless quarter. It wasn't flawless.
bit excellent gross last margin
It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially.
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.
difficult driver half less pc sales second
It makes the second half more difficult now (for PC makers). There's less of a driver for sales.
believe easily fixed front row software video
We believe the video glitch with Front Row can be easily fixed with a software update.
believe horizon instant investing investors might months offer shares
While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.
buy cash employees instead shares stock
They could buy back some shares or give more cash compensation to employees instead of stock options.
believe keeping low provide room
We believe EMC is keeping expectations low to provide room for upside,