There's still some doubt on the Street. The deal's never done until it's done.
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
No one had any doubt they would reach 1 million (downloads). But I think the speed of adoption is ahead of expectations. It's a good sign for Apple, and its strategy.
Shaw Wu
When you look at the whole (technology) space, the spending over the past 10 to 15 years has all been about corporate computing. But the next stage is going to be all about home entertainment. That's where the big potential could be.
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
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,
Shaw Wu
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