Shaw Wu
Shaw Wu
apple company digital entertainment turning
Apple is really turning more into a digital entertainment company than anything.
apple computer macs managing pc period personal platform preferred remain school strong students
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.
apple business gross managing margin offset pressure
Apple has offset the gross margin pressure by managing its business better.
apple flawless obviously report stock
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.
advantages believe chain company cost direct forgotten structural supply
In our view, Dell is pretty much the same company and we believe most have forgotten about its structural and cost advantages with its world-class supply chain and direct model,
bit excellent gross last margin
It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially.
shows
That shows you that their profitability is still intact.
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.
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.
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.
buy game mac running
It's a game changer. With the Mac running Windows, why would someone go buy a PC.
bit relief
There's a little bit of a relief rally.
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.