Shaw Wu
Shaw Wu
believe horizon instant investing investors might months offer shares
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.
school touch whether windows work
We all touch Windows at work or at school, whether we like it or not.
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.
apple catalyst technology tone view
We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006.
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
apple good trying
Expectations were getting out of hand. It's good to see Apple trying to reset them.
additional apple base growth large law pace products sell users
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.
flight investors names quality
It's the flight to quality. Investors want to own the names that are doing well.
closer enter million
It's probably closer to 2 million as we enter the holidays.
earnings leverage numbers operating
The numbers look good. The earnings show the operating leverage is still strong.
difficult driver half less pc sales second
It makes the second half more difficult now (for PC makers). There's less of a driver for sales.
additional customers shift surprised
They could see some additional business. I would not be surprised to see some of those customers shift some of their business.
buy cash employees instead shares stock
They could buy back some shares or give more cash compensation to employees instead of stock options.
build fast seem
They can't seem to build them fast enough.