[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. |