It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.
More Quotes from Shaw Wu:
Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.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
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
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
From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.
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
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