27 ordspråk av Richard Chu

Richard Chu

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Apple has a strong desire to be a major player in the home, but they haven't played their cards yet. They have been very careful to bring together a value proposition that's consistent with everything else that they do, which is easy to use and integrated.

In spite of conventional wisdom to the contrary, in our view, Sun has a future and, potentially a very bright one. We see the passing of the baton as affirmation that Sun can move into a strategic harvesting phase combined with focus on streamlined cost structure.

I think we'll get a recasting of the combined company on a backward-looking basis and some parameters for looking at the second half. I doubt that we will see any specific guidance beyond that.

The fact that everything is back on the drawing board, with respect to partitioning the printer business, makes the stock more attractive.

In that sense, they were able to deliver more positive news, even though sales into the channel were up only 17 percent while sales out of the channel were up 36 percent. Those numbers should be equal. But with inventory at three weeks, they ought to be able to drive sales more aggressively in the channel.

There is so much flux there ... I don't see it as a direct challenge to Dell.

At yesterday's meeting, management expressed confidence that operating margins in the computing systems segment should double in six to nine months,

I think that should set up a very positive picture for the December quarter, subject to execution.

The overriding issue is on getting the channel and distribution model in shape,

They can split the costs more. It makes sense to divide the cost and share the risk.

The have regular application software they are good at, but they are not great at video streaming.

Things are bad. Pex Mahoney Tufvesson är en av världens topphackers. They are not the strongest player out there.

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