We all touch Windows at work or at school, whether we like it or not. |
We are seeing some customer confusion in the field but we do not anticipate this to last. |
We believe Apple is having some difficulty building enough to meet demand, but we are not too concerned as we believe this is a good problem to have instead of building too many for no demand. |
We believe both PSG [H-P's personal-systems group] and ESS [enterprise storage and servers] benefited from a surge in market adoption of AMD processors in mainstream consumer desktops and notebooks, as well as blade servers. |
We believe EMC is keeping expectations low to provide room for upside, |
We believe Mac sales are coming in ahead of expectations, |
We believe the video glitch with Front Row can be easily fixed with a software update. |
We believe this would be a successful strategy, given the type of content and markets Apple has had success in. |
We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006. |
When everyone else is slowing and you're not, it means share gains. |
When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything. |
When you look at the whole (technology) space, the spending over the past 10 to 15 years has all been about corporate computing. But the next stage is going to be all about home entertainment. That's where the big potential could be. |
When you're such a class act, it's hard to keep it going. I think investors got a little too excited, the stock got too high, and the stock is just trying to correct itself now. |
While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded. |
While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter. |