“We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs, pricing pressure in printers and slower revenue growth in the IT (information technology) industry,”
“The bottom line EPS (earnings per share) beat estimates by a significant margin, although revenues were a tad light, ... It looks like they're getting some traction on their restructuring program.”
“We believe lower guidance from Dell, Lexmark and Cisco this (quarter) indicates slower growth in PCs, pricing pressure in printers and slower revenue growth in the IT (information technology) industry.”
“We view this as positive for Apple as it opens a new market to the company and greatly expands the (potential market) for Intel-based Macs. This will be a particular benefit for business applications where users need to run Windows for certain applications.”
“We believe today's announcement sets the stage for further share gains by Apple. Our estimates suggest that each point of share Apple takes in the overall personal computer (PC) market translates into a positive 25 cents per share to our fiscal year estimates.”
