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

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

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. - Roger Kay Quotes

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.

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 Quotes

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.

The U.S. numbers are looking pretty poor. They came in well below what we had been forecasting before. - Roger Kay Quotes

The U.S. numbers are looking pretty poor. They came in well below what we had been forecasting before.

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. - Roger Kay Quotes

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.

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. - Roger Kay Quotes

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.

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, - Roger Kay Quotes

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,

It's interesting that we're now seeing price increases from across the pond because it implies that Apple led this charge on the upward side, and the other vendors are anxiously crowding in behind them, - Roger Kay Quotes

It's interesting that we're now seeing price increases from across the pond because it implies that Apple led this charge on the upward side, and the other vendors are anxiously crowding in behind them,

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

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

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 Quotes

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

It's not as neat and clean as it might sound. They've filled a hole here, but it's more of an experimental thing. I don't think it'll change the game that much. - Roger Kay Quotes

It's not as neat and clean as it might sound. They've filled a hole here, but it's more of an experimental thing. I don't think it'll change the game that much.

PC makers are looking at ways to save pennies on capacitors. To have a whole dollar is tremendous. - Roger Kay Quotes

PC makers are looking at ways to save pennies on capacitors. To have a whole dollar is tremendous.

Convergence has definitely come back into vogue. - Roger Kay Quotes

Convergence has definitely come back into vogue.

It's terrible. It's a big blow. Vista was supposed to be the big juice for the season. - Roger Kay Quotes

It's terrible. It's a big blow. Vista was supposed to be the big juice for the season.

Having lots of partners together is actually one of their key strengths. Actually, I fault Apple for not doing that sort of thing. - Roger Kay Quotes

Having lots of partners together is actually one of their key strengths. Actually, I fault Apple for not doing that sort of thing.

I do think that the issue is that Intel, at its size, can't produce the kind of upside surprise that some other companies can. It's a really big boat and can't turn very quickly. - Roger Kay Quotes

I do think that the issue is that Intel, at its size, can't produce the kind of upside surprise that some other companies can. It's a really big boat and can't turn very quickly.

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

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

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. - Roger Kay Quotes

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.

Jazz

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 Quotes

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,

As those costs go down, Apple's likely to respond by lowering prices because they're anxious to fend off competitors. - Roger Kay Quotes

As those costs go down, Apple's likely to respond by lowering prices because they're anxious to fend off competitors.

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. - Roger Kay Quotes

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.

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, - Roger Kay Quotes

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,

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

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

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. - Roger Kay Quotes

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.

They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs, - Roger Kay Quotes

They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs,

Based on an assessment of 2005 shipments and assumptions about decreasing costs and improving usage models, Endpoint believes that the U.S. embedded wide-area wireless notebook market will rise to nearly 20 million units in 2010. - Roger Kay Quotes

Based on an assessment of 2005 shipments and assumptions about decreasing costs and improving usage models, Endpoint believes that the U.S. embedded wide-area wireless notebook market will rise to nearly 20 million units in 2010.

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

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

I'm sure it's somewhere between $100 million and $300 million. - Roger Kay Quotes

I'm sure it's somewhere between $100 million and $300 million.

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. - Roger Kay Quotes

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.

They can't invest in IBM anymore because they don't own that brand, so the sooner they get away from that the better.

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. - Roger Kay Quotes

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.

Consumers want to be presented with the whole car, not just the transmission. - Roger Kay Quotes

Consumers want to be presented with the whole car, not just the transmission.

Dell represents the bow of the PC boat, - Roger Kay Quotes

Dell represents the bow of the PC boat,

They may have to bluff initially by pulling product off the market and making everybody uncomfortable. - Roger Kay Quotes

They may have to bluff initially by pulling product off the market and making everybody uncomfortable.

They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs. - Roger Kay Quotes

They are just not as productive per employee as the Compaq guys. Almost immediately, that implies very large layoffs.

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

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

These guys have become the titans of the era. It's not at all surprising that a mythos would be established around them. - Roger Kay Quotes

These guys have become the titans of the era. It's not at all surprising that a mythos would be established around them.

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

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

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

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

Obviously, you can't put one of these processors in an existing Dell machine. AMD and Intel motherboards are not compatible, - Roger Kay Quotes

Obviously, you can't put one of these processors in an existing Dell machine. AMD and Intel motherboards are not compatible,

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 Quotes

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.

Force

Dell can't say it doesn't acquire companies anymore because clearly it does. So the question becomes what other companies might it acquire? This does open up a new avenue. - Roger Kay Quotes

Dell can't say it doesn't acquire companies anymore because clearly it does. So the question becomes what other companies might it acquire? This does open up a new avenue.

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. - Roger Kay Quotes

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.

Microsoft orchestrated a leakage campaign that was quite extensive. - Roger Kay Quotes

Microsoft orchestrated a leakage campaign that was quite extensive.

You have to ask the child about the red flags. Do you really need an Alienware (gaming) laptop? Do you really need a Webcam? Do you really need a TV tuner? - Roger Kay Quotes

You have to ask the child about the red flags. Do you really need an Alienware (gaming) laptop? Do you really need a Webcam? Do you really need a TV tuner?

Ask

Rather than becoming a general-purpose computing platform, tablets will settle in as a long-term niche product. - Roger Kay Quotes

Rather than becoming a general-purpose computing platform, tablets will settle in as a long-term niche product.

Inasmuch as there is a market there [manufactures like Gateway] can develop substantially, I think education is it. I'd call it the biggest niche. - Roger Kay Quotes

Inasmuch as there is a market there [manufactures like Gateway] can develop substantially, I think education is it. I'd call it the biggest niche.

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

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

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. - Roger Kay Quotes

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.

I do know that they had people working through Christmas and staying up late, - Roger Kay Quotes

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

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