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,
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
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.
Shaw Wu
A color screen would be a positive, ... Doing that could spur some people to want to upgrade.
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
Now that we are not in the holiday period, price matters, and that's why we expect that to see the biggest decline.
Shaw Wu
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.
Shaw Wu
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