Shaw Wu
Shaw Wu
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
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.
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.
believe carry december far impact intel likely mac momentum remains risk transition
While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter.
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,
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.
believe keeping low provide room
We believe EMC is keeping expectations low to provide room for upside,
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.
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.
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.
cycle drive hardware tiger
Tiger could drive a new hardware cycle and that's pretty significant,
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.