Shaw Wu
Shaw Wu
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
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.
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.
buy game mac running
It's a game changer. With the Mac running Windows, why would someone go buy a PC.
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.
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.
means share slowing
When everyone else is slowing and you're not, it means share gains.
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,