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Shaw Wu Quotes
From an industry perspective, consolidation is good. For Maxtor and Seagate, I'm not so sure.
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Shaw Wu
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It makes the second half more difficult now (for PC makers). There's less of a driver for sales.
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Shaw Wu
There's clearly weakness in desktop PCs and strong growth in notebooks, but not enough to offset the decline in desktops.
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Shaw Wu
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.
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Shaw Wu
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