Shaw Wu
Shaw Wu
cost credit cutting growing growth hold main reason start
Right now he's getting credit because he's doing what he can, which is cutting cost. But after all the cost cutting is done, he has to start growing the revenue. That's the main reason why I have a hold on the stock. The top-line growth is not that impressive.
additional apple base growth large law pace products sell users
It's the law of large numbers. The pace of growth had to come down, but that's still a very large base of users that Apple can sell additional products and services.
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.
growth likely stories top
This is still likely one of the top growth stories of the year.
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.
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.
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.
demand seeing strong
I am seeing very strong demand for the Intel-based products.