Shaw Wu
Shaw Wu
believe easily fixed front row software video
We believe the video glitch with Front Row can be easily fixed with a software update.
believe horizon instant investing investors might months offer shares
While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.
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.
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
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.
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.
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,
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.
doubt until
There's still some doubt on the Street. The deal's never done until it's done.
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?
bit itself quarter
The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.
arguably base brand company customer strongest technology terms
Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.