While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.

There’s still some doubt on the Street. The deal’s never done until it’s done.

Tiger could drive a new hardware cycle and that’s pretty significant,

When you look at the whole (technology) space, the spending over the past 10 to 15 years has all been about corporate computing. But the next stage is going to be all about home entertainment....

This is a company that helps shape the vision and direction of the industry. Apple made portable music cool again. For the longest time, it wasn’t cool.

The quarter itself was pretty solid. What was kind of a disappointment was the guidance, which is in-line to a bit lower.

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

From an industry perspective, consolidation is good. For Maxtor and Seagate, I’m not so sure.

It’s an excellent question. You look at last quarter, their gross margin went down a bit sequentially.

It makes the second half more difficult now (for PC makers). There’s less of a driver for sales.

We view this keynote as a milestone and catalyst as it could set the tone for Apple and technology in 2006.

If you look at the stock price, it’s obviously been a darling. Expectations were very high. . . . Apple had to report a flawless quarter. It wasn’t flawless.

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

We are seeing some customer confusion in the field but we do not anticipate this to last.

Apple has offset the gross margin pressure by managing its business better.

Today, they’re arguably the strongest company around in terms of their technology … their customer base and their brand name.

The numbers look good. The earnings show the operating leverage is still strong.

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,

We believe Apple is having some difficulty building enough to meet demand, but we are not too concerned as we believe this is a good problem to have instead of building too many for no...

When you’re such a class act, it’s hard to keep it going. I think investors got a little too excited, the stock got too high, and the stock is just trying to correct itself now.

It’s the law of large numbers. The pace of growth had to come down, but that’s still a very large base of users that Apple can sell additional products and services.

I think they had to reset the expectations a bit. I’m not particularly surprised, and the market will probably show some negative reaction.

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

There’s a little bit of a relief rally.

Apple is benefiting from a strong back-to-school period where students need a personal computer today, and Macs remain the preferred PC platform for managing documents, music, photos, and videos.

Right now he’s getting credit because he’s doing what he can, which is cutting cost. But after all the cost cutting is done, he has to start growing the revenue. That’s the main reason why...

They had to do this to reset expectations — things had gotten a little out of hand. I think that it was the prudent thing to do.

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

This is still likely one of the top growth stories of the year.

We believe Mac sales are coming in ahead of expectations,

This is Hewlett-Packard playing defense. More and more people aren’t printing at home, and that’s bad news for HP.

They have a loyal fan base. It’s getting larger every quarter.

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

We believe the video glitch with Front Row can be easily fixed with a software update.

While we believe the transition to Intel remains a risk, so far the impact has been negligible. We believe Mac momentum will likely carry into the December quarter.

With Kodak and Fuji already in so many outlets, there might not be room for a third player. These other companies have long histories in retail. You think of HP as the office printer, but...

Expectations were getting out of hand. It’s good to see Apple trying to reset them.

A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, … Why ruin something that’s doing well?

AMD gained on both PCs and servers, and I think H-P benefited from that. I’m basing my projections on how well Intel and AMD did. Intel didn’t do so well. AMD did.

That shows you that their profitability is still intact.

It’s a game changer. With the Mac running Windows, why would someone go buy a PC.

HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,

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.

We believe both PSG [H-P’s personal-systems group] and ESS [enterprise storage and servers] benefited from a surge in market adoption of AMD processors in mainstream consumer desktops and notebooks, as well as blade servers.

There’s clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.

We all touch Windows at work or at school, whether we like it or not.

Apple is really turning more into a digital entertainment company than anything.

We believe EMC is keeping expectations low to provide room for upside,

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

It’s hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.