They have a different business model. Nonetheless, there is still an overall issue of productivity.
More Quotes from Roger Kay:
If demand seems pretty weak and the economic signs are all pretty negative, they're going to batten down the hatches and be very cautious about the amount of product they put out there, so they probably won't have to do a huge cleanup after Christmas.Roger Kay
Dell is clearly the king of the hill when it comes to the PC industry, but the PC industry itself is under stress now.
Roger Kay
Without Wayne, the company would have gone down the tubes.
Roger Kay
If you can't replace that business immediately, you will be hurt. So it's delicate.
Roger Kay
When you go from direct to indirect, the only people who get upset are your own sales force. But if you've got distribution and you go direct, you're competing against the people that help you.
Roger Kay
Our software forecast went up from 17 percent year-over-year growth to 20 percent, mainly due to Microsoft,
Roger Kay
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