The kind of guy Steve Jobs is will not tolerate an ego like his anywhere around him ... so the people who have succeeded at Apple have essentially been emasculated. What makes this all so Shakespearean is that [the] very strengths and talents that made Apple what it is prevent this problem from becoming solved. |
The market's reaching maturity. I see a zero-growth scenario out around 2005 or 2006. |
The momentum right now is favoring AMD. That seems to have been the case for six months in terms of people being aware of it, but more like 18 months in terms of AMD having an impact on the market. |
the rest of the industry has margins in the teens on a good day. |
The sad truth is that consumers will buy what's on the shelf. Businesses will wait. |
The second- and third-tier vendors will be squeezed badly...The OEMs will take a margins-hit sooner or later. By the time the dusk settles on this, they will face lower margins, |
The second- and third-tier vendors will be squeezed badly...The OEMs will take a margins-hit sooner or later. By the time the dusk settles on this, they will face lower margins. |
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. |
The tablet has done better than the industry expected for the short period of time they've been shipping. |
The tablet PC is a generally good idea, and Microsoft is especially motivated to have a success in this form factor, |
The U.S. numbers are looking pretty poor. They came in well below what we had been forecasting before. |
Their hopes are clearly pinned on mobile for the future. As usual, they say they can turn it around. But like the Dell guys a couple of months ago, management seemed rattled. |
There are a fair number of potential acquirers out there, and the one thing Gateway really has is a well-known national brand in the U.S.. A suitor from China wouldn't be out of the question. |
There is always an issue for a product you currently have when you expose the market to a future product. When commercial customers become aware that there might be something better down the road, they might delay buying now, particularly if they have some flexibility. |
There is kind of a land-grab going on, |