Apple is really turning more into a digital entertainment company than anything.
More Quotes from Shaw Wu:
The numbers look good. The earnings show the operating leverage is still strong.Shaw Wu
They could see some additional business. I would not be surprised to see some of those customers shift some of their business.
Shaw Wu
We believe Mac sales are coming in ahead of expectations,
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
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.
Shaw Wu
This is still likely one of the top growth stories of the year.
Shaw Wu
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