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

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

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.

A transition to Intel is technically possible but from a marketing standpoint it could be more challenging, ... Why ruin something that's doing well?