61 ordspråk av Shaw Wu

Shaw Wu

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.

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