Shaw Wu
Shaw Wu
means share slowing
When everyone else is slowing and you're not, it means share gains.
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,
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,
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.