If you can't replace that business immediately, you will be hurt. So it's delicate.
More Quotes from Roger Kay:
This is a company with real profits and a real brand recognition. It's also a new thing for Dell since they haven't bought a company and maintained it as a separate subsidiary before that I know of.Roger Kay
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.
Roger Kay
The sad truth is that consumers will buy what's on the shelf. Businesses will wait.
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
Their hopes are clearly pinned on mobile for the future. As usual, they say they can turn it around. But like the Dell guys a couple of months ago, management seemed rattled.
Roger Kay
There's a lot of capacity around, and the demand still seems to be pretty weak,
Roger Kay
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