Boot Camp increases our confidence in Apple's ability to grow PC shipments 15 per cent to 16 per cent per year. |
By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products. |
Dell shares deserve a premium versus peers and the market due to above-market EPS growth. |
I have a real problem with the access, |
In our view, it would be preferable for Dell to reduce margins, and even near-term growth, rather than destroy 20 years of brand equity. |
Inventory buildup may have near-term negative impact on PC margins, |
Inventory buildup may have near-term negative impact on PC margins. |
Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating. |
Q3 is normally a seasonally stronger quarter for government and education sales, ... This suggests Gateway continues to lose share in this segment to lower cost competitors. |
Q3 is normally a seasonally stronger quarter for government and education sales. This suggests Gateway continues to lose share in this segment to lower cost competitors. |
These applications are going to get cheaper and cheaper and I really do see a day when we're all going to be creating our own home videos and editing these videos on a PC. About one in seven cameras sold today is digital. |
They've been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective. |
We are concerned about increasing competition in the U.S. PC market from Dell. |
We continue to recommend that investors buy the shares ahead of the product refreshes in the May to August time frame. |
We do not believe that investors should be willing to pay the same multiple for earnings produced by a legal settlement conferring temporary benefits for the next 3.5 years. |