170 ordspråk av Roger Kay

Roger Kay

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They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs.

The cost doesn't just disappear. It shifts to the supplier. It's somewhat efficient and it certainly makes Dell look efficient. But the supplier could pass along the cost to the OEM.

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.

Competitors have beefed up their offerings and reset pricing. These other guys have finally gotten their act together.

The greatest effect on IBM during this period is the withdrawal from U.S. retail of the Aptiva desktops. Those represent large unit volumes, even if they weren't profitable, and if they cut that back, you will see a lot of unit share loss.

I suspect that the HP surge ... is essentially the result of it moving forward smartly in the U.S. consumer space and taking up the share left by IBM, and also by the other vendors that left U.S. retail in 1999.

When companies make explanations for a shortfall in earnings, they take the two or three most obvious things to blame and focus on them so they can simplify the message. But quite frankly, it is usually more complex than that.

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.

Apple has become the pacesetter for the consumer computer industry.

When you go from direct to indirect, the only people who get upset are your own sales force. But if you've got distribution and you go direct, you're competing against the people that help you.

Battery life is very high on the list of customers' requirements. The immediate reaction is, 'What took so long?

Notebooks are roaring and taking over from desktops at a pretty fair clip.

There's no amount of speed they could have that wouldn't be useful.

The company needs to get beyond where (Inouye) has taken it. Gateway needs a visionary. He's an operations guy.

Wayne is an unusual guy. He was more operations than creative imagination. At the time, they needed that. Now they need somebody with a little bit more imagination to figure out where to go next.

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