[Apple is] one of the few quality names out there with pretty high visibility, ... You know whether they're doing well or not.

It's the flight to quality. Investors want to own the names that are doing well.

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,

While investing in Dell shares now might not offer instant gratification, we believe investors with a longer-term horizon of 6-12 months will be rewarded.

A color screen would be a positive, ... Doing that could spur some people to want to upgrade.

No one had any doubt they would reach 1 million (downloads). But I think the speed of adoption is ahead of expectations. It's a good sign for Apple, and its strategy.