Roger Kay Quotes (98 Quotes)

That's one of the things Compaq bought Digital for, their service organization.

The market's reaching maturity. I see a zero-growth scenario out around 2005 or 2006.

Michael Dell basically said, 'Well, if we can't trade them up or sell a monitor, we really don't want that business,'

It's like the 50-year-old weekend warrior who doesn't want to admit that he can't be an extreme skier anymore, ... There will be no more 40 percent growth you can't get bigger at the rate you used to. If it can't reinvest, it has to do something. You can't keep cash on your balance sheet and do anything with it that people are going to be happy about.

Without Wayne, the company would have gone down the tubes.

They have a huge cash flow that finances a whole city of people, and yet where you can grow from there is actually fairly limited. Microsoft's stock price isn't going anywhere, and in that environment, politics that were background noise rise to the foreground.

Home buyers want PCs primarily for communications and entertainment. That is, I think, why Media Center functionality is a space that wants to be filled. It's because home users, whether they watch TV with it or not, are entertaining themselves with a PC,

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.

It'd be business as usual, only more so.

They have a different business model. Nonetheless, there is still an overall issue of productivity.

They're not just the company that made the box, they're the people that sold it to you.

This is one of many new technology gold rushes out there.

They've never really assessed where they are. They feel they are the chosen people and this is causing them to not rectify their business problems. The fact remains they are marginalized in this industry,

The tablet has done better than the industry expected for the short period of time they've been shipping.

It's always worrisome when a company has an unsustainable multiple that implies continued growth rates that'll be hard to achieve.

The company needs to get beyond where (Inouye) has taken it. Gateway needs a visionary. He's an operations guy.

There's been this long-term trend at Comdex for the action to move off the floor, ... Originally a lot of the people who came were resellers, and serious business got done in the booths, and the booths weren't that expensive.

If you just deliver a new operating system, that's not very interesting. In order to get the necessary jazz, there needs to be other stuff. If partners come out with new form factors, services and applications, they can claim that computing is new and different, and create more buzz.

I see the move as largely defensive. A cell phone is not the optimal device for listening to music. Among other things, you need two headsets, one for phone (one ear, with mike) and one for music (stereo phones, no mike).

Frankly it was Apple -like. Microsoft generally cannot muster one-tenth of the stealth marketing Apple does, because they just have so many OEM partners that it is almost impossible to keep anything secret.

The success of this is critical. The company is currently living on astounding product introductions but it doesn't have a solid core sustainable business beyond its traditional segments.

China wants to be regarded as a mature player in the world stage, and to do so it has to respect intellectual property law.

Windows itself has just grown into an enormous hairball over time.

The benefit that the user gets is the lower cost that comes from the volume production that Intel can bring.

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.

The greatest effect on IBM during this period is the withdrawal from U.S. retail of the Aptiva desktops. Those represent large unit volumes, even if they weren't profitable, and if they cut that back, you will see a lot of unit share loss.

There's a whole generation coming up that doesn't have a lot in their checking account but will some day, who think this is a cool idea.

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,

Although shipment levels in the United States remain depressed, the seasonal pattern appears to be holding, albeit at a lower level than last year. Businesses are spending cautiously, and consumers have still not emerged from their shells, but there is so

The category has done badly because the products have been too compromised. But now we're seeing technology advances to make them more usable.

It is certainly the most exciting introduction of software that Apple has made in a long time.

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,

There are a fair number of potential acquirers out there, and the one thing Gateway really has is a well-known national brand in the U.S.. A suitor from China wouldn't be out of the question.

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.

There is kind of a land-grab going on. There could be a natural monopoly that goes to the player who has the most muscle, delivers the best service.

There's definitely an appeal to the shorter sign-up period for Internet access. It might be a good calculated risk to not having to commit for three years. It seems like a long time.

If I were inside Dell, I would be using Apple as the benchmark. Apple has totally wowed the computer world. They are the company to beat.

With or without war, capital spending remains down, negatively impacting company earnings. The scapegoat factor is real, ... Companies can point to war jitters and probably get away with it. In this patriotic world, no one will turn around and say they're wrong.

With components in abundance, it's not as if there are any kind of spikes on the cost side. In that kind of environment, you're going to see some very aggressive moves by the vendors in order to get that holiday demand up.

What I've noticed about technology and upgrade cycles is that very rarely does it make any difference in the general flow of hardware shipments.

There's a lot of capacity around, and the demand still seems to be pretty weak,

I think the issue now is that growth may have stalled, and a campaign like this may be designed to reinvigorate it.

I think there is a very good possibility for consolidation, and it has been in the works for a long time. There is a lot of pressure on these companies, and you have the sense that it is in the cards. It's time to start looking at who are the weakest ones.

There's definitely kind of a tragedy in the brewing here.

People talk about the possible reduction of choice. I don't see it that way,

A lot of people just use PCs as DVD players. But they want a nice interface for that. Theoretically, if there was zero premium for the Media Center OS, it'd be on 100 percent of home PCs.

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.

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.