When everyone else is slowing and you're not, it means share gains.
More Quotes from Shaw Wu:
The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.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
It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.
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
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
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
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