We fought to win,.. Blood, sweat and tears.
Charlie Wolf
We all slipped into our niches
The company has become increasingly immune to the vagaries of the PC market.
market company
Investors are betting on Apple's music story and not the Macintosh story. If they were betting on the Mac story, the stock would be in the teens.
music story teens mac macintosh
The financial model is terrific; it's a fixed-cost operation
model
But if Dell exploits the cost reduction
The margins on the mini are far higher than the shuffle, so if the mini steals sales, it's to Apple's benefit.
sales benefit
tears win blood sweat
The critical thing they delivered on is what people, including analysts, were expecting. They have begun the Intel transition sooner rather than later.
people critical thing
They could have announced dog food and the stock would have been up five points.
food dog
If the company said it was a one-quarter event, then I think the downside would have been limited,.. But given the guidance we received, which is that growth is likely to slow because the company is so large, that will ratchet down the numbers for fiscal 2001, and that's probably where the damage is going to come from.
numbers growth guidance company damage
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