Shaw Wu
Shaw Wu
class correct hard investors itself stock trying
When you're such a class act, it's hard to keep it going. I think investors got a little too excited, the stock got too high, and the stock is just trying to correct itself now.
cycle drive hardware tiger
Tiger could drive a new hardware cycle and that's pretty significant,
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.
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.
means share slowing
When everyone else is slowing and you're not, it means share gains.
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.
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.
anticipate confusion customer field seeing
We are seeing some customer confusion in the field but we do not anticipate this to last.
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.
closer enter million
It's probably closer to 2 million as we enter the holidays.
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.