We view Apple's move as a sign of things to come.
I have a real problem with the access.
Q3 is normally a seasonally stronger quarter for government and education sales, ... This suggests Gateway continues to lose share in this segment to lower cost competitors.
Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.
By year end, Microsoft will have introduced a major upgrade to every one of its significant platform and application products.
Dell shares deserve a premium versus peers and the market due to above-market EPS growth.
They've been slower than their competitors to take the costs out of the distribution model. They went into the first quarter at a disadvantage from a cost perspective.
Inventory buildup may have near-term negative impact on PC margins.
These applications are going to get cheaper and cheaper and I really do see a day when we're all going to be creating our own home videos and editing these videos on a PC. About one in seven cameras sold today is digital.
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