It's the flight to quality. Investors want to own the names that are doing well.
Shaw Wu
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.
offer investing
quality names flight
[Apple is] one of the few quality names out there with pretty high visibility,.. You know whether they're doing well or not.
quality names pretty
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
model company forgotten pretty view
They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop
strength weakness
When everyone else is slowing and you're not, it means share gains.
share
It's probably closer to 2 million as we enter the holidays.
holidays closer
A transition to Intel is technically possible but from a marketing standpoint it could be more challenging,.. Why ruin something that's doing well?
marketing ruin challenging
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.
doubt strategy speed adoption good expectations apple sign
A color screen would be a positive,.. Doing that could spur some people to want to upgrade.
people color positive
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