Shaw Wu
Shaw Wu
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.
company cutting innovation known
HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,
company itself turning
When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything.
apple company digital entertainment turning
Apple is really turning more into a digital entertainment company than anything.
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,
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.
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.
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
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.
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.
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.