There's a lot of cynicism about their growth prospects. |
There's a whole generation coming up that doesn't have a lot in their checking account but will some day, who think this is a cool idea. |
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. |
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. |
There's definitely kind of a tragedy in the brewing here. |
There's no amount of speed they could have that wouldn't be useful. |
These are all steps to convince Windows users -- particularly corporate Windows users -- that they can use a Mac with no problem. |
These guys have become the titans of the era. It's not at all surprising that a mythos would be established around them. |
These types of enterprise services are typically available only to large organizations. By offering this portfolio to its mid-market customers, Gateway is providing them with a class of services not normally within their reach. Working through partners, Gateway is able to deliver services tailored appropriately for its customer set. |
They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs, |
They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs. |
They can't invest in IBM anymore because they don't own that brand, so the sooner they get away from that the better. |
They have a different business model. Nonetheless, there is still an overall issue of productivity. |
They have a huge cash flow that finances a whole city of people, and yet where you can grow from there is actually fairly limited. Microsoft's stock price isn't going anywhere, and in that environment, politics that were background noise rise to the foreground. |
They may have to bluff initially by pulling product off the market and making everybody uncomfortable. |