Shaw Wu
Shaw Wu
both gained intel pcs
AMD gained on both PCs and servers, and I think H-P benefited from that. I'm basing my projections on how well Intel and AMD did. Intel didn't do so well. AMD did.
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.
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.
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.
adoption ahead doubt good million reach sign speed
No one had any doubt they would reach 1 million (downloads). But I think the speed of adoption is ahead of expectations. It's a good sign for Apple, and its strategy.