Is this a threat to Microsoft? Not today. But mammals weren't a threat either when dinosaurs were kings of the earth. |
Is this the first step in bringing in AMD systems to the Dell market? |
It comes down to almighty money. Consider a $2000 purchase versus a $60 payment. People lease because they don't want to buy -- not because it's a great deal. |
It gives Apple a play in the digital living room that it didn't have before. |
It is certainly the most exciting introduction of software that Apple has made in a long time. |
It'd be business as usual, only more so. |
It's always worrisome when a company has an unsustainable multiple that implies continued growth rates that'll be hard to achieve. |
It's interesting that we're now seeing price increases from across the pond because it implies that Apple led this charge on the upward side, and the other vendors are anxiously crowding in behind them, |
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. |
It's more of a horse race now. |
It's not as neat and clean as it might sound. |
It's not as neat and clean as it might sound. They've filled a hole here, but it's more of an experimental thing. I don't think it'll change the game that much. |
It's terrible. It's a big blow. Vista was supposed to be the big juice for the season. |
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. |
Leasing is suited for power users who need to keep up with technology. |