Gateway implied fairly strongly at the analyst meeting that HP is a much weaker operator than they are, and that’s possible,

The important question the shortfall raises is whether Apple will be able to attract new users to the Macintosh platform to continue to grow its market share, … The shortfall raises ominous questions about whether...

If the company said it was a one-quarter event, then I think the downside would have been limited. But given the guidance we received, which is that growth is likely to slow because the company...

The critical thing they delivered on is what people, including analysts, were expecting. They have begun the Intel transition sooner rather than later.

We all slipped into our niches,

Sun’s third-quarter results provided a glimmer of hope for better things to come.

We fought to win, … Blood, sweat and tears.

As analysts we are paid to make anticipatory calls on things, and if all we do is repeat what management says to us, we are not doing our jobs. So I don’t spend that much...

For whatever reason, $199 tends to be a magical price point,

The company has become increasingly immune to the vagaries of the PC market.

The financial model is terrific; it’s a fixed-cost operation,

They could have announced dog food and the stock would have been up five points.

The margins on the mini are far higher than the shuffle, so if the mini steals sales, it’s to Apple’s benefit.

Investors are betting on Apple’s music story and not the Macintosh story. If they were betting on the Mac story, the stock would be in the teens.

But if Dell exploits the cost reduction,