Shaw Wu
Shaw Wu
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 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.
corporate home next past potential spending stage
When you look at the whole (technology) space, the spending over the past 10 to 15 years has all been about corporate computing. But the next stage is going to be all about home entertainment. That's where the big potential could be.
believe horizon instant investing investors might months offer shares
While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.
ahead believe coming mac sales
We believe Mac sales are coming in ahead of expectations,
apple good trying
Expectations were getting out of hand. It's good to see Apple trying to reset them.
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.
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.
school touch whether windows work
We all touch Windows at work or at school, whether we like it or not.
apple catalyst technology tone view
We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006.
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.
demand seeing strong
I am seeing very strong demand for the Intel-based products.
biggest expect holiday price
Now that we are not in the holiday period, price matters, and that's why we expect that to see the biggest decline.
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.