Shaw Wu
Shaw Wu
earnings leverage numbers operating
The numbers look good. The earnings show the operating leverage is still strong.
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.
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,
color people screen spur
A color screen would be a positive, ... Doing that could spur some people to want to upgrade.
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.
closer enter million
It's probably closer to 2 million as we enter the holidays.
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.
bad news people playing printing
This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP.
growth likely stories top
This is still likely one of the top growth stories of the year.
doubt until
There's still some doubt on the Street. The deal's never done until it's done.
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.
apple company cool direction helps longest music portable shape vision
This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn't cool.