Shaw Wu
Shaw Wu
desktop offset seeing strength weakness
They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop,
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.
buy game mac running
It's a game changer. With the Mac running Windows, why would someone go buy a PC.
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.
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.
anticipate confusion customer field seeing
We are seeing some customer confusion in the field but we do not anticipate this to last.
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.
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.