61 ordspråk av Shaw Wu

Shaw Wu

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This is still likely one of the top growth stories of the year.

We believe the video glitch with Front Row can be easily fixed with a software update.

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.

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.

It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.

I am seeing very strong demand for the Intel-based products.

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.

It makes the second half more difficult now (for PC makers). There's less of a driver for sales.

Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.

It's the law of large numbers. The pace of growth had to come down, but that's still a very large base of users that Apple can sell additional products and services.

When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything.

Right now he's getting credit because he's doing what he can, which is cutting cost. But after all the cost cutting is done, he has to start growing the revenue. That's the main reason why I have a hold on the stock. The top-line growth is not that impressive.

Apple is really turning more into a digital entertainment company than anything.

This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP.

With Kodak and Fuji already in so many outlets, there might not be room for a third player. These other companies have long histories in retail. You think of HP as the office printer, but they're not the trusted brand in photography.

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