Shaw Wu
Shaw Wu
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 computer macs managing pc period personal platform preferred remain school strong students
Apple is benefiting from a strong back-to-school period where students need a personal computer today, and Macs remain the preferred PC platform for managing documents, music, photos, and videos.
buy game mac running
It's a game changer. With the Mac running Windows, why would someone go buy a PC.
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.
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?