Steve Fortuna
Steve Fortuna
apple couple cycle driven existing good growth largely past upgrade view
Our view is that Apple has had very good growth over the past couple of years, largely driven by upgrade cycle to its existing installed base.
billion external number player recently roughly run selling separate six storage
Dell recently established a separate storage business... Dell has only been selling external storage for about two years, and it is already the number six player in the market, with roughly a $1 billion run rate.
appeal based believe consumers cube few users
We believe that the Cube is too pricey at $1,799 to appeal to consumers in volume, while few professional users are going to opt for the Cube based on its award-winning design.