36 Total Quotes

Shaw Wu Quotes

Apple is really turning more into a digital entertainment company than anything.
Shaw Wu
#Company

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
#Company

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
#Believe

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

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
#Company

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

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

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
#Adoption

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

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

Apple has offset the gross margin pressure by managing its business better.
Shaw Wu
#Business

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
#School

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
#Risk

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

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

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

The numbers look good. The earnings show the operating leverage is still strong.
Shaw Wu
#Earnings

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
#Company

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
#Company

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
#Growth

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

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

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

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
#Difficulty

This is still likely one of the top growth stories of the year.
Shaw Wu
#Growth

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
#Believe

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
#Past

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