From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.
More Quotes from Shaw Wu:
There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.Shaw Wu
When everyone else is slowing and you're not, it means share gains.
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We believe Mac sales are coming in ahead of expectations,
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We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
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The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.
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It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.
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Based on Topics: Business & Commerce Quotes, Perspective QuotesBased on Keywords: maxtor, seagate
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