Shaw Wu
Shaw Wu
adoption ahead doubt good million reach sign speed
No one had any doubt they would reach 1 million (downloads). But I think the speed of adoption is ahead of expectations. It's a good sign for Apple, and its strategy.
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
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.
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.
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,
brand companies histories kodak might office room third trusted
With Kodak and Fuji already in so many outlets, there might not be room for a third player. These other companies have long histories in retail. You think of HP as the office printer, but they're not the trusted brand in photography.
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 both creative expense good market
Both Apple and Creative are doing well and it is not necessarily at the expense of each other. It's not a zero-sum game. This is a good market to be in.
intel marketing possible ruin standpoint transition
A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?
doubt until
There's still some doubt on the Street. The deal's never done until it's done.