61 ordspråk av Shaw Wu

Shaw Wu

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 [Apple is] one of the few quality names out there with pretty high visibility, ... You know whether they're doing well or not.

 A color screen would be a positive, ... Doing that could spur some people to want to upgrade.

 A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?

 AMD gained on both PCs and servers, and I think H-P benefited from that. I'm basing my projections on how well Intel and AMD did. Intel didn't do so well. AMD did.

 Apple has offset the gross margin pressure by managing its business better.

 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.

 Apple is really turning more into a digital entertainment company than anything.

 Both Apple and Creative are doing well and it is not necessarily at the expense of each other. It's not a zero-sum game. This is a good market to be in.

 Dell's gotten to a size where it's a little unrealistic to expect that [high] growth on the top line is going to continue.

 Don't get me wrong: He has done a great job, and I think he still has some room left. But show me the (future) revenue. I don't know where it is.

 Expectations were getting out of hand. It's good to see Apple trying to reset them.

 From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.

 HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,

 HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent.

 I am seeing very strong demand for the Intel-based products.


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