Shaw Wu
Shaw Wu
earnings leverage numbers operating
The numbers look good. The earnings show the operating leverage is still strong.
bit excellent gross last margin
It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially.
costs cut hard improve less paying revenue
It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.
believe carry december far impact intel likely mac momentum remains risk transition
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.
school touch whether windows work
We all touch Windows at work or at school, whether we like it or not.
intel marketing possible ruin standpoint transition
A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?
apple both creative expense good market
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.
brand companies histories kodak might office room third trusted
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.
doubt until
There's still some doubt on the Street. The deal's never done until it's done.
both gained intel pcs
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.
fan larger loyal
They have a loyal fan base. It's getting larger every quarter.
gotten prudent
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.
clearly decline desktop growth offset pcs strong weakness
There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.
color people screen spur
A color screen would be a positive, ... Doing that could spur some people to want to upgrade.