We recognize that investors who have been trained to only expect steady price declines and even price wars will find this shift towards high-tech counter-intuitive. As a result, many may be inclined to miss opportunities andor to exit strong performing stocks too soon.
More Quotes from Mark Stahlman:
This is a customer that needs some special attention, so that is a sensible part of the package for Dell to offer,Mark Stahlman
This upgrade to 64 bits, which begins with servers, workstations and high-end game machines, is going to ripple through the entire market place, ... A year from now, very few people are going to be looking for 32 bit notebooks. This is a very big change. All the new software being written is (for 64-bit processors), so the consumer has a real choice for the first time in maybe 10 years.
Mark Stahlman
The consumer has options -- they can buy a cheap box, but unlike a year or two ago, they can also buy a much more capable machine where the 64 bit processor is the most important element, ... If they wish to spend a little more they can get a lot more -- there's a lot more choice.
Mark Stahlman
Knowledgeable, high-end buyers today want AMD, ... Dell doesn't sell AMD. So they have gone into this important market with one hand tied behind their back.
Mark Stahlman
There's a growing feeling that Apple isn't the media's best friend. The media companies see downloading (content) as the future of their businesses, and they don't like one company holding 70 or 80 of the market share for making that content available.
Mark Stahlman
This was the chance for them to, if they had the confidence about where they are going next year, to begin pointing in that direction, but they clearly refused. I think there are a lot of unknowns for them.
Mark Stahlman
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