170 ordspråk av Roger Kay

Roger Kay

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I suspect that the HP surge ... is essentially the result of it moving forward smartly in the U.S. consumer space and taking up the share left by IBM, and also by the other vendors that left U.S. retail in 1999,

We expect one to two years of pretty low numbers until you get some real uptakes, ... But Microsoft is putting everything it's got behind this, so it could have a wider adoption than we think.

While corporations eke another year of life out of their PCs, these [gamers] buy the new graphics chip the day it comes out, ... Sometimes two or three times a year.

This quarter's results ratify the economic recovery, ... We have nearly a year of double-digit growth in the PC industry, which is a concurrent indicator of economic activity.

It's like the 50-year-old weekend warrior who doesn't want to admit that he can't be an extreme skier anymore, ... There will be no more 40 percent growth; you can't get bigger at the rate you used to. If it can't reinvest, it has to do something. You can't keep cash on your balance sheet and do anything with it that people are going to be happy about.

When companies make explanations for a shortfall in earnings, they take the two or three most obvious things to blame and focus on them so they can simplify the message. But quite frankly, it is usually more complex than that,

Obviously, you can't put one of these processors in an existing Dell machine. AMD and Intel motherboards are not compatible,

Is this the first step in bringing in AMD systems to the Dell market?

[AMD is] executing on all fronts, winning on both value and performance.

It's the reason why HP bought Compaq. They had pretty much the same portfolio but they married to create bulk. And if Time Warner gets the right price, then AOL is available. But I suspect that they are looking for a partnership in AOL.

What Apple's producing with iPod is the total experience with hardware, software and services. That's the piece none of the other purveyors have figured out: how to make the thing a great experience from soup to nuts.

You have to ask the child about the red flags. Do you really need an Alienware (gaming) laptop? Do you really need a Webcam? Do you really need a TV tuner?

Rather than becoming a general-purpose computing platform, tablets will settle in as a long-term niche product.

The tablet PC is a generally good idea, and Microsoft is especially motivated to have a success in this form factor,

Inasmuch as there is a market there [manufactures like Gateway] can develop substantially, I think education is it. I'd call it the biggest niche.

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