Shaw Wu Quotes (31 Quotes)

The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.

In our view, Dell is pretty much the same company and we believe most have forgotten about its structural and cost advantages with its world-class supply chain and direct model,

It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.

We believe this would be a successful strategy, given the type of content and markets Apple has had success in.

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.

This is still likely one of the top growth stories of the year.

Expectations were getting out of hand. It's good to see Apple trying to reset them.

They had to do this to reset expectations -- things had gotten a little out of hand. I think that it was the prudent thing to do.

We believe Apple is having some difficulty building enough to meet demand, but we are not too concerned as we believe this is a good problem to have instead of building too many for no demand.

When everyone else is slowing and you're not, it means share gains.

From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.

Apple has offset the gross margin pressure by managing its business better.

A color screen would be a positive, ... Doing that could spur some people to want to upgrade.

They could see some additional business. I would not be surprised to see some of those customers shift some of their business.

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.

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.

This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP.

Now that we are not in the holiday period, price matters, and that's why we expect that to see the biggest decline.

HP is not going to be cutting RD or the innovation that the company is known for. What they are doing is prudent,

This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn't cool.

Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.

Apple is really turning more into a digital entertainment company than anything.

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.

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.

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.

We believe Mac sales are coming in ahead of expectations,

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.

The numbers look good. The earnings show the operating leverage is still strong.

Dell's gotten to a size where it's a little unrealistic to expect that high growth on the top line is going to continue.

There's still some doubt on the Street. The deal's never done until it's done.

There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.