We believe this would be a successful strategy, given the type of content and markets Apple has had success in.

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 demand.

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

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

Both Apple and Creative are doing well and it is not necessarily at the expense of each other. It's not a zero-sum game. This is a good market to be in.

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

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.

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

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.