What Apple's producing with iPod is the total experience with hardware, software and services. That's the piece none of the other purveyors have figured out how to make the thing a great experience from soup to nuts.
More Quotes from Roger Kay:
I think the issue now is that growth may have stalled, and a campaign like this may be designed to reinvigorate it.Roger Kay
Our software forecast went up from 17 percent year-over-year growth to 20 percent, mainly due to Microsoft,
Roger Kay
We expect one to two years of pretty low numbers until you get some real uptakes, ... But Microsoft is putting everything it's got behind this, so it could have a wider adoption than we think.
Roger Kay
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.
Roger Kay
It's more of a horse race now.
Roger Kay
Although shipment levels in the United States remain depressed, the seasonal pattern appears to be holding, albeit at a lower level than last year. Businesses are spending cautiously, and consumers have still not emerged from their shells, but there is so
Roger Kay
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