Shaw Wu
Shaw Wu
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.
apple good trying
Expectations were getting out of hand. It's good to see Apple trying to reset them.
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.
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 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.
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.
earnings leverage numbers operating
The numbers look good. The earnings show the operating leverage is still strong.
flight investors names quality
It's the flight to quality. Investors want to own the names that are doing well.
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,
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.
fan larger loyal
They have a loyal fan base. It's getting larger every quarter.
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.