61 ordspråk av Shaw Wu

Shaw Wu

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en 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.
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en Tiger could drive a new hardware cycle and that's pretty significant,
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en It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially.
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en Apple has offset the gross margin pressure by managing its business better.
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en 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.
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en 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.
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en We believe Mac sales are coming in ahead of expectations,
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en 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.
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en That shows you that their profitability is still intact.
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en If you look at the stock price, it's obviously been a darling. Expectations were very high. . . . Apple had to report a flawless quarter. It wasn't flawless.
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en There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.
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en They can't seem to build them fast enough.
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en They could see some additional business. I would not be surprised to see some of those customers shift some of their business.
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en We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
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en 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.
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