170 ordspråk av Roger Kay

Roger Kay

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I would expect to see the memory problem clear out in a couple of quarters at most, but it looks like the panel issue is going to last.

I would say publishers should be concerned. It wouldn't surprise me to find Rupert Murdoch taking a big stake in a portal company.

I'm sure it's somewhere between $100 million and $300 million.

If demand seems pretty weak and the economic signs are all pretty negative, they're going to batten down the hatches and be very cautious about the amount of product they put out there, so they probably won't have to do a huge cleanup after Christmas.

If HP comes out normal to better than average, then it's not the market that's the problem.

If I were inside Dell, I would be using Apple as the benchmark. Apple has totally wowed the computer world. They are the company to beat.

If you can't replace that business immediately, you will be hurt. So it's delicate.

If you just deliver a new operating system, that's not very interesting. In order to get the necessary jazz, there needs to be other stuff. If partners come out with new form factors, services and applications, they can claim that computing is new and different, and create more buzz.

If you miss the Christmas season, you pretty much flush the whole consumer market down the toilet.

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.

In some sense they've never been better technologically than right now, ... But from a financial and market-share perspective, they've been floating down.

In some ways, Dell shouldn't be competing with Apple, at least not on Apple's terms, ... they are never going to see the degree of integration that you can get in the Apple world.

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.

Intel is in a position to tip the balance on this one, and in fact seems likely to do so,

Intel is not allowing AMD alone to define reality,

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