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.
More Quotes from 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 soRoger 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
There are a fair number of potential acquirers out there, and the one thing Gateway really has is a well-known national brand in the U.S.. A suitor from China wouldn't be out of the question.
Roger Kay
I would say publishers should be concerned. It wouldn't surprise me to find Rupert Murdoch taking a big stake in a portal company.
Roger Kay
This quarter's results ratify the economic recovery, ... We have nearly a year of double-digit growth in the PC industry, which is a concurrent indicator of economic activity.
Roger Kay
I think there is a very good possibility for consolidation, and it has been in the works for a long time. There is a lot of pressure on these companies, and you have the sense that it is in the cards. It's time to start looking at who are the weakest ones.
Roger Kay
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