38 ordspråk av Roger McNamee

Roger McNamee

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en These two companies together control many of the key pieces of the technology that make up the backbone of the Internet, ... In any Internet service provider, you'll find Ascend and Cascade equipment dominating. I think from a strategic standpoint, this makes a ton of sense.
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en What's great about this deal is the right piece of CompuServe found good homes at decent prices, ... No one seems to have overpaid for anything.
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en The issue with CompuServe is its service is fundamentally different,
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en You can't really bundle the two in terms of advertising yet. It's going to take some time to migrate those [CompuServe] customers to a format where America Online can take full advantage of it.
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en I think the best predictor is the immediate past, ... continuation of Internet IPO mania that we've seen over the past couple of months.
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en So, I always try to encourage people to use this kind of environment to reposition themselves into the right areas, and I think you want to focus particularly on the communications sector, on businesses that improve the bandwidth of the communications network,
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en I don't think we want to understate how important it is for the semiconductor industry.
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en These two companies together control many of the key pieces of the technology that make up the backbone of the Internet. In any Internet service provider, you'll find Ascend and Cascade equipment dominating. I think from a strategic standpoint, this makes a ton of sense.
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en What's great about this deal is the right piece of CompuServe found good homes at decent prices. No one seems to have overpaid for anything.
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en So, I always try to encourage people to use this kind of environment to reposition themselves into the right areas, and I think you want to focus particularly on the communications sector, on businesses that improve the bandwidth of the communications network.
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en Hiding the technology will be the key to success.
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en Having Steve Jobs as its largest shareholder would be a wonderful thing for Disney, but it probably won't change the world. Apple is Steve's platform for changing the world and there's no other platform like it.
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en Could I live without it? Yes. Would I do as well without it? Absolutely not. It allows me to balance work and home.
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en They have huge opportunities available to them, some of which would benefit from a more liquid balance sheet.
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en That’s when I realized I was on the wrong team, ... I realized the investment business isn’t just about hard work.
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