When I look at the way the company's positioning itself . . . it's really turning more into a digital-entertainment company than anything.
HP is not going to be cutting R&D or the innovation that the company is known for. What they are doing is prudent,
Today, they're arguably the strongest company around in terms of their technology ... their customer base and their brand name.
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,
Apple is really turning more into a digital entertainment company than anything.
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.