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.

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

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

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

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.

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

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

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