Apple has to do something. To keep going the way they are is not possible. Windows is getting to be a more and more powerful operating system. |
Generally, Apple software is very good. That's what they're best at. |
It brings the consumer back into the market. In 1996, the consumer really wasn't buying. In 1997, with these new capabilities, we think the consumer can be a big buyer of PCs again. |
It was a pretty good report, not great, but compared to estimates it was well above. |
The tech stocks have been beaten up quite badly and I think a lot of investors have seen, after getting beaten up, they come back strongly. So, I think, from a timing perspective, that could also be happening. |
There may be a bit of a slowdown now, but long-term, (tech trends are) extremely positive. |
They (the supplier) are getting a better order. To the degree that you don't have an inventory build-up...everybody benefits. |