They could see some additional business. I would not be surprised to see some of those customers shift some of their business.
More Quotes from 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
There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.
Shaw Wu
We believe Apple is having some difficulty building enough to meet demand, but we are not too concerned as we believe this is a good problem to have instead of building too many for no demand.
Shaw Wu
There's still some doubt on the Street. The deal's never done until it's done.
Shaw Wu
When everyone else is slowing and you're not, it means share gains.
Shaw Wu
From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.
Shaw Wu
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