The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower. |
There's a little bit of a relief rally. |
There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops. |
There's still some doubt on the Street. The deal's never done until it's done. |
They can't seem to build them fast enough. |
They could buy back some shares or give more cash compensation to employees instead of stock options. |
They could see some additional business. I would not be surprised to see some of those customers shift some of their business. |
They had to do this to reset expectations -- things had gotten a little out of hand. I think that it was the prudent thing to do. |
They have a loyal fan base. It's getting larger every quarter. |
They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop, |
This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn't cool. |
This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP. |
This is still likely one of the top growth stories of the year. |
Tiger could drive a new hardware cycle and that's pretty significant, |
Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name. |