Shaw Wu
Shaw Wu
desktop offset seeing strength weakness
They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop,
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.
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.
apple good trying
Expectations were getting out of hand. It's good to see Apple trying to reset them.
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.
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,
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.
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.