The PC industry is having a terrific year, particularly if you are one of the big four producers. Those companies are growing twice as fast as everyone else in the industry and gaining very rapidly.
More Quotes from Roger McNamee:
They have huge opportunities available to them, some of which would benefit from a more liquid balance sheet.Roger McNamee
Stock markets are for long-term investing. I am afraid that too many people were putting their lunch money and their next car payments in the stock market.
Roger McNamee
I think the best predictor is the immediate past, ... continuation of Internet IPO mania that we've seen over the past couple of months.
Roger McNamee
You can't really bundle the two in terms of advertising yet. It's going to take some time to migrate those CompuServe customers to a format where America Online can take full advantage of it.
Roger McNamee
My attitude is it's about time they start doing things about their overhead and costs.
Roger McNamee
This March quarter earnings season was, without a doubt, the finest first- quarter season I have ever seen in 18 years in the business, ... In the Money.
Roger McNamee
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