The entire industry is under a lot of pressure. Cost cutting is definitely in the cards for everybody.
More Quotes from Roger Kay:
Dell has disciplined its suppliers intensely. One of the keys that Dell has going on is they require the suppliers to maintain title of the part until Dell wants them,Roger Kay
The concept is that they give you (only) what you want. The old days of tinkering with your PC is drawing to a close, and what you get is pretty good.
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
When companies make explanations for a shortfall in earnings, they take the two or three most obvious things to blame and focus on them so they can simplify the message. But quite frankly, it is usually more complex than that,
Roger Kay
The second- and third-tier vendors will be squeezed badly...The OEMs will take a margins-hit sooner or later. By the time the dusk settles on this, they will face lower margins,
Roger Kay
Ultimately, advertising business gravitates to the largest eyeball count. You want to be the portal of record so they come to you instead of the other guy.
Roger Kay
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