Shope, however, disputes the idea that Sun will be hamstrung by its storage position.
Shope asks him to talk about the difference in platform strategy between developed and emerging markets .
Shope notes that it has impact on gross margins for Apple and impacted sales of other iPads.
Shope expects both Dell and HP to report in-line results, but contends that full-year estimates are too high.
Shope notes that the Street worries about trade offs between revenue growth and long-term gross margin strategy .
"All the signs are pointing to lowered guidance, " says analyst Bill Shope, who follows Sun for ABN Amro.
Shope noted that he expects Apple to introduce a low-cost iPhone around the third quarter of this calendar year.
Meanwhile, Shope maintains his Buy ratings on both Apple and EMC, but cuts price targets for both.
Appearing on stage with Goldman Sachs hardware analyst Bill Shope, the 51-year-old Apple CEO fielded questions on a range of topics.
"With iPod price cuts, Apple is choosing revenue over unit cannibalization, " Credit Suisse analyst Bill Shope wrote in a research note Monday.
Despite Kraemer's pessimism, Shope maintains his "buy" rating on Sun, and he sees the current stock weakness as a rare buying opportunity.
"If we're not at the bottom, we're very near it, " Shope says.
Shope noted the iPhone 5 has been less successful than he previously estimated, generating less new users and less people upgrading to the new phone.
Shope strersses that he remains cautious about PC and server demand trends, but contends that many of his long held secular concerns are now the Street consensus.
Goldman Sachs analyst Bill Shope this morning chopped his PC unit growth for the year to 3.6% from 6.4%, while repeating his Sell ratings on both Dell and Hewlett-Packard.
Bill Shope, an analyst at JP Morgan, is betting the new MacBook will eschew a traditional spinning hard drive for the same sort of memory used in mobile phones and Apple's Nano music player.
In a note to investors Sunday, Goldman Sachs analyst Bill Shope lists the worries that have kept Apple shares trading in a narrow range over the past few weeks and argues that each one is overblown.
FORBES: Stop Worrying And Learn To Love Apple's Stock, Goldman Analyst Says
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