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.
More Quotes from Shaw Wu:
This is Hewlett-Packard playing defense. More and more people aren't printing at home, and that's bad news for HP.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
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
Expectations were getting out of hand. It's good to see Apple trying to reset them.
Shaw Wu
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