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.
More Quotes from Shaw Wu:
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.Shaw Wu
We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
Shaw Wu
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.
Shaw Wu
Apple has offset the gross margin pressure by managing its business better.
Shaw Wu
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.
Shaw Wu
HP is not going to be cutting RD or the innovation that the company is known for. What they are doing is prudent,
Shaw Wu
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