Shaw Wu
Shaw Wu
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.
color people screen spur
A color screen would be a positive, ... Doing that could spur some people to want to upgrade.
shows
That shows you that their profitability is still intact.
bit relief
There's a little bit of a relief rally.
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.
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.
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.
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 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,
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.