[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$fkpyiJLZiBk4BoGGrfihA1H7XXchTUGPUoQcPDXgFS4U":3,"$f8CWFf1eUZ_AtFXneZf22FQSo2c5c_VkvI1eDNQR_Ga8":16},{"author":4,"tags":11},{"author_id":5,"author_name":6,"author_name_first_letter":7,"article_count":8,"bio":9,"short_bio":9,"slug":10,"image_url":9},196865,"Shaw Wu","S",56,null,"shaw-wu",[12],{"tag_id":13,"tag_name":14,"tag_count":15},1697,"apple",10,{"quotes":17,"pagination":128},[18,29,41,50,62,73,84,95,106,117],{"id":19,"quote_text":20,"author_id":5,"source_id":21,"has_image":22,"author":23,"source":24,"quote_tag":25,"commentary":9},2772260,"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.",4,false,{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[26],{"id":27,"tag":28},5747892,{"id":13,"tag_name":14},{"id":30,"quote_text":31,"author_id":5,"source_id":21,"has_image":22,"author":32,"source":33,"quote_tag":34,"commentary":40},2772259,"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,",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[35],{"id":36,"tag":37},5747891,{"id":38,"tag_name":39},1360,"advantages","**The Backstory**\nShaw Wu, an American technology analyst, said this quote in 2012, when the tech industry was undergoing a significant shift towards mobile and cloud computing. At that time, Dell was struggling to adapt to these changes and maintain its market share. Wu's comment reflects his assessment of Dell's strengths in its supply chain and direct sales model, which were beginning to wane in relevance.\n\n**The Hidden Insight**\nWu's statement highlights a paradoxical truth: that familiarity can breed complacency, leading people to overlook fundamental strengths in favor of trendy new developments. This is a counterintuitive message, as most people would expect that the author of a scathing critique would focus on Dell's weaknesses, not its advantages.\n\n**How to Use This**\nTo apply this mindset today, consider the potential pitfall of getting caught up in the latest trends and forgetting the core competencies that have made your company successful in the past. Regularly take time to reflect on your organization's enduring strengths and how they can be leveraged to drive innovation and growth.",{"id":42,"quote_text":43,"author_id":5,"source_id":21,"has_image":22,"author":44,"source":45,"quote_tag":46,"commentary":9},2772258,"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.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[47],{"id":48,"tag":49},5747890,{"id":13,"tag_name":14},{"id":51,"quote_text":52,"author_id":5,"source_id":21,"has_image":22,"author":53,"source":54,"quote_tag":55,"commentary":61},2772257,"They were seeing some weakness in desktop and strength in notebooks, but not enough to offset the weakness in desktop,",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[56],{"id":57,"tag":58},5747889,{"id":59,"tag_name":60},63669,"desktop","**The Backstory**\nThis quote is attributed to Shaw Wu, a well-known technology analyst, likely during a conference call or earnings analysis in the early 2000s. Wu was discussing the financial performance of a major technology company, specifically the contrast between desktop and notebook computer sales. At that time, the technology industry was undergoing significant shifts, with the rise of laptops and mobile devices.\n\n**The Hidden Insight**\nWhat lies beneath Wu's seemingly straightforward statement is a nuanced understanding of the interplay between strengths and weaknesses. He's highlighting that even when a business identifies areas of weakness, they may still be overshadowed by other factors, such as perceived strengths in other areas. This insight speaks to the complexity of business decision-making and the tendency to overlook or downplay significant issues.\n\n**How to Use This**\nTo apply this mindset in a modern context, consider the importance of acknowledging and addressing weaknesses in your own professional or creative endeavors, even if they seem to be outweighed by strengths in other areas. Regularly conduct thorough self-assessments to identify potential vulnerabilities, and develop strategies to mitigate them before they become major obstacles.",{"id":63,"quote_text":64,"author_id":5,"source_id":21,"has_image":22,"author":65,"source":66,"quote_tag":67,"commentary":9},2772256,"They can't seem to build them fast enough.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[68],{"id":69,"tag":70},5747888,{"id":71,"tag_name":72},11473,"build",{"id":74,"quote_text":75,"author_id":5,"source_id":21,"has_image":22,"author":76,"source":77,"quote_tag":78,"commentary":9},2772255,"They could buy back some shares or give more cash compensation to employees instead of stock options.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[79],{"id":80,"tag":81},5747887,{"id":82,"tag_name":83},6610,"buy",{"id":85,"quote_text":86,"author_id":5,"source_id":21,"has_image":22,"author":87,"source":88,"quote_tag":89,"commentary":9},2772253,"They could see some additional business. I would not be surprised to see some of those customers shift some of their business.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[90],{"id":91,"tag":92},5747885,{"id":93,"tag_name":94},139186,"additional",{"id":96,"quote_text":97,"author_id":5,"source_id":21,"has_image":22,"author":98,"source":99,"quote_tag":100,"commentary":9},2772251,"It's hard to cut costs and improve revenue at the same time. But HP is paying less and getting more.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[101],{"id":102,"tag":103},5747883,{"id":104,"tag_name":105},1369,"costs",{"id":107,"quote_text":108,"author_id":5,"source_id":21,"has_image":22,"author":109,"source":110,"quote_tag":111,"commentary":9},2772249,"It's an excellent question. You look at last quarter, their gross margin went down a bit sequentially.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[112],{"id":113,"tag":114},5747881,{"id":115,"tag_name":116},10159,"bit",{"id":118,"quote_text":119,"author_id":5,"source_id":21,"has_image":22,"author":120,"source":121,"quote_tag":122,"commentary":9},2772247,"The numbers look good. The earnings show the operating leverage is still strong.",{"id":5,"author_name":6,"slug":10,"author_name_first_letter":7,"article_count":8,"image_url":9},{},[123],{"id":124,"tag":125},5747879,{"id":126,"tag_name":127},22892,"earnings",{"currentPage":129,"totalPages":130,"totalItems":8,"itemsPerPage":15},1,6]