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【TOP 50】Shaw Wu Quotes - WhatsApp Status | Page-1

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Apple is really turning more into a digital entertainment company than anything. - Shaw Wu Quotes

Apple is really turning more into a digital entertainment company than anything.

When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything. - Shaw Wu Quotes

When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything.

While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded. - Shaw Wu Quotes

While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.

It's the flight to quality. Investors want to own the names that are doing well. - Shaw Wu Quotes

It's the flight to quality. Investors want to own the names that are doing well.

[Apple is] one of the few quality names out there with pretty high visibility, ... You know whether they're doing well or not. - Shaw Wu Quotes

[Apple is] one of the few quality names out there with pretty high visibility, ... You know whether they're doing well or not.

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 Quotes

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,

They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop, - Shaw Wu Quotes

They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop,

When everyone else is slowing and you're not, it means share gains. - Shaw Wu Quotes

When everyone else is slowing and you're not, it means share gains.

It's probably closer to 2 million as we enter the holidays. - Shaw Wu Quotes

It's probably closer to 2 million as we enter the holidays.

A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well? - Shaw Wu Quotes

A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?

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 Quotes

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.

A color screen would be a positive, ... Doing that could spur some people to want to upgrade. - Shaw Wu Quotes

A color screen would be a positive, ... Doing that could spur some people to want to upgrade.

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 Quotes

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.

Apple

Tiger could drive a new hardware cycle and that's pretty significant, - Shaw Wu Quotes

Tiger could drive a new hardware cycle and that's pretty significant,

It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially. - Shaw Wu Quotes

It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially.

Apple has offset the gross margin pressure by managing its business better. - Shaw Wu Quotes

Apple has offset the gross margin pressure by managing its business better.

When you're such a class act, it's hard to keep it going. I think investors got a little too excited, the stock got too high, and the stock is just trying to correct itself now. - Shaw Wu Quotes

When you're such a class act, it's hard to keep it going. I think investors got a little too excited, the stock got too high, and the stock is just trying to correct itself now.

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 Quotes

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.

We believe Mac sales are coming in ahead of expectations, - Shaw Wu Quotes

We believe Mac sales are coming in ahead of expectations,

While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter. - Shaw Wu Quotes

While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter.

Risk

That shows you that their profitability is still intact. - Shaw Wu Quotes

That shows you that their profitability is still intact.

If you look at the stock price, it's obviously been a darling. Expectations were very high. . . . Apple had to report a flawless quarter. It wasn't flawless. - Shaw Wu Quotes

If you look at the stock price, it's obviously been a darling. Expectations were very high. . . . Apple had to report a flawless quarter. It wasn't flawless.

There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops. - Shaw Wu Quotes

There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.

They can't seem to build them fast enough. - Shaw Wu Quotes

They can't seem to build them fast enough.

They could see some additional business. I would not be surprised to see some of those customers shift some of their business. - Shaw Wu Quotes

They could see some additional business. I would not be surprised to see some of those customers shift some of their business.

This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn't cool. - Shaw Wu Quotes

This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn't cool.

We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006. - Shaw Wu Quotes

We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006.

The numbers look good. The earnings show the operating leverage is still strong. - Shaw Wu Quotes

The numbers look good. The earnings show the operating leverage is still strong.

I think they had to reset the expectations a bit. I'm not particularly surprised, and the market will probably show some negative reaction. - Shaw Wu Quotes

I think they had to reset the expectations a bit. I'm not particularly surprised, and the market will probably show some negative reaction.

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 Quotes

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.

They have a loyal fan base. It's getting larger every quarter. - Shaw Wu Quotes

They have a loyal fan base. It's getting larger every quarter.

Expectations were getting out of hand. It's good to see Apple trying to reset them. - Shaw Wu Quotes

Expectations were getting out of hand. It's good to see Apple trying to reset them.

HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent, - Shaw Wu Quotes

HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,

We believe EMC is keeping expectations low to provide room for upside, - Shaw Wu Quotes

We believe EMC is keeping expectations low to provide room for upside,

HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent. - Shaw Wu Quotes

HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent.

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 Quotes

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.

There's still some doubt on the Street. The deal's never done until it's done. - Shaw Wu Quotes

There's still some doubt on the Street. The deal's never done until it's done.

Doubt

From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure. - Shaw Wu Quotes

From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.

We are seeing some customer confusion in the field but we do not anticipate this to last. - Shaw Wu Quotes

We are seeing some customer confusion in the field but we do not anticipate this to last.

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 Quotes

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.

There's a little bit of a relief rally. - Shaw Wu Quotes

There's a little bit of a relief rally.

This is still likely one of the top growth stories of the year. - Shaw Wu Quotes

This is still likely one of the top growth stories of the year.

We believe the video glitch with Front Row can be easily fixed with a software update. - Shaw Wu Quotes

We believe the video glitch with Front Row can be easily fixed with a software update.

AMD gained on both PCs and servers, and I think H-P benefited from that. I'm basing my projections on how well Intel and AMD did. Intel didn't do so well. AMD did. - Shaw Wu Quotes

AMD gained on both PCs and servers, and I think H-P benefited from that. I'm basing my projections on how well Intel and AMD did. Intel didn't do so well. AMD did.

We believe both PSG [H-P's personal-systems group] and ESS [enterprise storage and servers] benefited from a surge in market adoption of AMD processors in mainstream consumer desktops and notebooks, as well as blade servers. - Shaw Wu Quotes

We believe both PSG [H-P's personal-systems group] and ESS [enterprise storage and servers] benefited from a surge in market adoption of AMD processors in mainstream consumer desktops and notebooks, as well as blade servers.

It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more. - Shaw Wu Quotes

It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.

I am seeing very strong demand for the Intel-based products. - Shaw Wu Quotes

I am seeing very strong demand for the Intel-based products.

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 Quotes

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.

Past

It makes the second half more difficult now (for PC makers). There's less of a driver for sales. - Shaw Wu Quotes

It makes the second half more difficult now (for PC makers). There's less of a driver for sales.

Sales

Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.

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