170 ordspråk av Roger Kay

Roger Kay

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If you're Intel and you're trying to get the industry to do more digital media, what better prod could you have than Apple? Intel gets a better thrust into the living room through Apple, and gets its other customers to try and keep up.

The entertainment PC category, which is beginning to take off, is generating products that will capture the consumer's imagination and make their way into mainstream living rooms over the next several years.

The benefit that the user gets is the lower cost that comes from the volume production that Intel can bring.

Convergence has definitely come back into vogue.

Consumers want to be presented with the whole car, not just the transmission.

This is one of many new technology gold rushes out there.

Having lots of partners together is actually one of their key strengths. Actually, I fault Apple for not doing that sort of thing.

Their hopes are clearly pinned on mobile for the future. As usual, they say they can turn it around. But like the Dell guys a couple of months ago, management seemed rattled.

There's been this long-term trend at Comdex for the action to move off the floor, ... Originally a lot of the people who came were resellers, and serious business got done in the booths, and the booths weren't that expensive.

They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs,

They've never really assessed where they are. They feel they are the chosen people and this is causing them to not rectify their business problems. The fact remains they are marginalized in this industry,

The cost doesn't just disappear. It shifts to the supplier. It's somewhat efficient and it certainly makes Dell look efficient. But the supplier could pass along the cost to the OEM,

The second- and third-tier vendors will be squeezed badly...The OEMs will take a margins-hit sooner or later. By the time the dusk settles on this, they will face lower margins,

Competitors have beefed up their offerings and reset pricing, ... These other guys have finally gotten their act together.

The greatest effect on IBM during this period is the withdrawal from U.S. retail of the Aptiva desktops, ... Those represent large unit volumes, even if they weren't profitable, and if they cut that back, you will see a lot of unit share loss.

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