Everybody is rushing to TVs and suppliers, through natural competition will slim down a bit, … Over time, companies will have to make the decision to stay in or get out.

You have to look at Dell and say to yourself that it’s had quite a run, … neutral.

Investors have gotten used to Apple being out of stock on some of their hottest products. Now they have them in stock. And the good news is that they are still selling through,

Dell is firing on all cylinders.

With Apple, the big question is can they get enough G5 chips to cover demand for the quarter and going forward? The market and resellers are waiting for the new iMacs.

Apple has tremendous support from resellers and customers and has created more buzz. It’s going to be hard for Apple’s competitors to match that momentum,

Apple is fairly valued but there’s a lot of work that needs to be done if they switch processors, … There are a lot of details that need to be fleshed out.

People look for leadership in imaging from HP, … These new products are a positive because it extends their bundling opportunities and they are able to use that as an edge against competitors.

We remain concerned that continued declines in PC pricing will continue to make PC revenue growth harder for Dell, … We are lowering our PC growth estimates… We also expect Dell to face tougher competition...

Our research suggests that current IBM customers are considering other vendors and certainly Dell is on that short list,

It isn’t a demand issue. There will be some turbulence near-term based purely on component delivery issues that are beyond Apple’s control.

What people are looking for is confirmation from management that they believe corporate IT spending is getting better,

On the PC side, we’re seeing a rolling upgrade cycle. People are continuing to upgrade desktops and notebooks. We expect a strong back-to-school season, as well.

You’re seeing a land grab attempt. As everybody rushes in, there will be incremental revenue gains but it remains to be seen what the gross profits will be.

I notice a lot of people walking around with white headphones.