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Letter "C" » Charles Wolf Quotes
«Theoretically, Lexmark could maintain prices and cede share, ... But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.»
«If ISS comes out against [the merger], not all but many will follow, ... Then 35 to 38 percent are against the deal just off the bat.»
«[McNealy has] wasted so much energy on bashing Microsoft, ... It's been a distraction.»
«Introducing cheaper versions of servers running Linux or Windows is OK as long as Sun increases [overall] revenue generation, ... But if all it does is motivate customers to substitute [the low-end products] for [higher-margin] Solaris, they're screwed.»
«Theoretically, Lexmark could maintain prices and cede share. But they're unlikely to do that. If they cede share their installed base won't grow, so the all-important cartridge revenue won't grow. If HP does price aggressively, Lexmark will be forced to meet their pricing.»
«Introducing cheaper versions of servers running Linux or Windows is OK as long as Sun increases [overall] revenue generation. But if all it does is motivate customers to substitute [the low-end products] for [higher-margin] Solaris, they're screwed.»
«It's his heart and soul, it's kicking ass all over the world and becoming a huge brand. He would be really reluctant to leave it now.»
«They've implemented a short-term strategy that sacrifices long-term results. They want to create enough brand equity to withstand a competitive threat.»
«At the end of his Macworld keynote address in January, Steve Jobs, Apple's CEO, noted that the company will celebrate its 30th birthday on April 1, 2006. While it's possible that Jobs' was simply pointing out the longevity of Apple, we interpret it as a signal that Apple will hold a major birthday party in the form of new product event around that date, most likely in early April.»
«With sales now, it's not a signal that tech companies are about to fall apart. Executives want to diversify away from having their money being tied up in one asset.»