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.
More Quotes from Shaw Wu:
When everyone else is slowing and you're not, it means share gains.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
Expectations were getting out of hand. It's good to see Apple trying to reset them.
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
We believe Mac sales are coming in ahead of expectations,
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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