Roger Kay Quotes (98 Quotes)


    There is always an issue for a product you currently have when you expose the market to a future product. When commercial customers become aware that there might be something better down the road, they might delay buying now, particularly if they have som

    Essentially, Intel had looked around at other media center interfacesand decided that, although it was flawed in some ways, Windows Media Center was still the best out there, and the company would endorse it as the OS of record for the 'premium' Digital Home platform if Microsoft would cooperate in a few areas.

    Our software forecast went up from 17 percent year-over-year growth to 20 percent, mainly due to Microsoft,

    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.

    If you're Intel and you're trying to get the industry to do more digital media, what better prod could you have than Apple Intel gets a better thrust into the living room through Apple, and gets its other customers to try and keep up.


    the rest of the industry has margins in the teens on a good day.


    I would expect to see the memory problem clear out in a couple of quarters at most, but it looks like the panel issue is going to last.

    This new line is targeted at segments that have been underserved before - in particular the small business.

    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.

    All consumers know there's nothing that's completely free. But they still go for the idea that something actually is free.

    There's a lot of cynicism about their growth prospects.

    So now there is no barrier to keep Windows Media Centeror its heritor functionality in Windows Vista Homefrom becoming an integral part of all 'premium' home PCs by 2008 or 2009.

    This one is going to be successful, I think. I believe all the PC makers will adopt this because it's sort of a no-brainer.

    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.

    Essentially, it allows an administrator to control a number of Macs in the field.

    The bad news is that it's hard to get to them, ... The good news is that they're not overexploited because they're hard to get to.

    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.

    Microsoft orchestrated a leakage campaign that was quite extensive.

    These are all steps to convince Windows users -- particularly corporate Windows users -- that they can use a Mac with no problem.

    The tablet PC is a generally good idea, and Microsoft is especially motivated to have a success in this form factor,

    The argument in favor of thin clients gets better all the time,

    If HP comes out normal to better than average, then it's not the market that's the problem.

    Apple has become the pacesetter for the consumer computer industry.

    If you miss the Christmas season, you pretty much flush the whole consumer market down the toilet.

    It's the reason why HP bought Compaq. They had pretty much the same portfolio but they married to create bulk. And if Time Warner gets the right price, then AOL is available. But I suspect that they are looking for a partnership in AOL.


    Is this a threat to Microsoft Not today. But mammals weren't a threat either when dinosaurs were kings of the earth.

    I would say publishers should be concerned. It wouldn't surprise me to find Rupert Murdoch taking a big stake in a portal company.

    How much they cost has been an issue all along. These things are not cheap.

    This may permanently alter the balance in New Orleans for the usage of cellular vs. traditional wire-line phone service,

    Dell is clearly the king of the hill when it comes to the PC industry, but the PC industry itself is under stress now.

    This is part and parcel of an effort on Microsoft's part to make the launch of Vista really interesting.

    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,

    We're at a unique period in retail history ... Retail is more anxious for partners right now than partners are for retail.

    Intel is in a position to tip the balance on this one, and in fact seems likely to do so,

    While corporations eke another year of life out of their PCs, these gamers buy the new graphics chip the day it comes out, ... Sometimes two or three times a year.

    The entire industry is under a lot of pressure. Cost cutting is definitely in the cards for everybody.

    The sad truth is that consumers will buy what's on the shelf. Businesses will wait.

    If you can't replace that business immediately, you will be hurt. So it's delicate.

    That's not necessarily a bad thing. If you look at the auto industry, Detroit is in virtually the same situation it's been in for the last 30 years. There's not a lot of car growth in terms of actual unit sales, but they enhance revenue by adding features. That's something that up until now has not been accepted in the PC industry.

    I do know that they had people working through Christmas and staying up late,

    The entertainment PC category, which is beginning to take off, is generating products that will capture the consumer's imagination and make their way into mainstream living rooms over the next several years.

    The cost doesn't just disappear. It shifts to the supplier. It's somewhat efficient and it certainly makes Dell look efficient. But the supplier could pass along the cost to the OEM.

    I think one of the key features is the ability to get on the Windows network. That means you're not penalized any more for bringing a Mac into that environment. With Office, you'll even get compatibility at the document level.

    They want to stimulate buying behavior now, so they can't just lower the price. They have to indicate that if you don't buy now, you won't get that great price.

    They've got the consumer business pretty nailed, but the thing with consumer is that it's not very profitable. The retailers are kind of eating their lunch. In the end, they're selling machines, but not making a lot of money.

    What Apple's producing with iPod is the total experience with hardware, software and services. That's the piece none of the other purveyors have figured out how to make the thing a great experience from soup to nuts.

    For young companies getting up and going, there's so much work to be done that politics takes a back seat to the job at hand.

    Mark is clearly a numbers guy. Right now he's playing by the numbers, and that's fine. But there may come a point when the company may want to start inserting some more vision.


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