There is kind of a land-grab going on. There could be a natural monopoly that goes to the player who has the most muscle, delivers the best service. |
There's a lot of capacity around, and the demand still seems to be pretty weak, |
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. |