The numbers look good. The earnings show the operating leverage is still strong.
More Quotes from Shaw Wu:
This is still likely one of the top growth stories of the year.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
We believe this would be a successful strategy, given the type of content and markets Apple has had success in.
Shaw Wu
Both Apple and Creative are doing well and it is not necessarily at the expense of each other. It's not a zero-sum game. This is a good market to be in.
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
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