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.
More Quotes from 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
This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP.
Shaw Wu
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.
Shaw Wu
It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.
Shaw Wu
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.
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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