170 ordspråk av Roger Kay

Roger Kay

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the rest of the industry has margins in the teens on a good day.

There is kind of a land-grab going on,

Michael Dell basically said, 'Well, if we can't trade them up or sell a monitor, we really don't want that business,'

I think it's still a little early to say they're entirely out of the woods.

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.

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

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.

They're not just the company that made the box, they're the people that sold it to you.

Boxes will get smaller and more stylish. Even in the corporate segment style will count.

Most users would rather have the same power in a smaller system. Unless you need extra space for cooling, you can get rid of it.

The tablet has done better than the industry expected for the short period of time they've been shipping.

Apple's margins are the envy of the entire PC industry.

I do think that the issue is that Intel, at its size, can't produce the kind of upside surprise that some other companies can. It's a really big boat and can't turn very quickly.

There's a lot of cynicism about their growth prospects.

I don't have any independent confirmation on that, but I'd say it's a pretty good bet.

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