Shaw Wu
Shaw Wu
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.
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 company digital entertainment turning
Apple is really turning more into a digital entertainment company than anything.
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,
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.
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?
believe easily fixed front row software video
We believe the video glitch with Front Row can be easily fixed with a software update.
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.
cycle drive hardware tiger
Tiger could drive a new hardware cycle and that's pretty significant,
industry perspective
From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.