Shaw Wu
Shaw Wu
company itself turning
When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything.
market negative
I think they had to reset the expectations a bit. I'm not particularly surprised, and the market will probably show some negative reaction.
industry perspective
From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.
company cutting innovation known
HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,
apple believe content given markets successful type
We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
means share slowing
When everyone else is slowing and you're not, it means share gains.
bit itself quarter
The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.
anticipate confusion customer field seeing
We are seeing some customer confusion in the field but we do not anticipate this to last.
arguably base brand company customer strongest technology terms
Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.
cycle drive hardware tiger
Tiger could drive a new hardware cycle and that's pretty significant,
believe easily fixed front row software video
We believe the video glitch with Front Row can be easily fixed with a software update.
class correct hard investors itself stock trying
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.
believe keeping low provide room
We believe EMC is keeping expectations low to provide room for upside,
apple believe building concerned difficulty good instead meet problem
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.