170 ordspråk av Roger Kay

Roger Kay

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It gives Apple a play in the digital living room that it didn't have before.

Dell is clearly the king of the hill when it comes to the PC industry, but the PC industry itself is under stress now.

As those costs go down, Apple's likely to respond by lowering prices because they're anxious to fend off competitors.

That's one of the things Compaq bought Digital for, their service organization.

They have a different business model. Nonetheless, there is still an overall issue of productivity.

Dell has disciplined its suppliers intensely. One of the keys that Dell has going on is they require the suppliers to maintain title of the part until Dell wants them,

With the channel stuffed, the buying flow is smooth, ... Sales will be strong, but that revenue stream goes to the channel distributors, not the manufacturers.

Our software forecast went up from 17 percent year-over-year growth to 20 percent, mainly due to Microsoft,

Dell represents the bow of the PC boat,

The success of this is critical. The company is currently living on astounding product introductions but it doesn't have a solid core sustainable business beyond its traditional segments.

There's definitely an appeal to the shorter sign-up period [for Internet access]. It might be a good calculated risk to not having to commit for three years. It seems like a long time.

All consumers know there's nothing that's completely free. But they still go for the idea that something actually is free.

The market's reaching maturity. I see a zero-growth scenario out around 2005 or 2006.

That's not necessarily a bad thing. If you look at the auto industry, Detroit is in virtually the same situation it's been in for the last 30 years. There's not a lot of car growth in terms of actual unit sales, but they enhance revenue by adding features. That's something that up until now has not been accepted in the PC industry.

I think there is a very good possibility for consolidation, and it has been in the works for a long time. There is a lot of pressure on these companies, and you have the sense that it is in the cards. It's time to start looking at who are the weakest ones.

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