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Letter "R" » Roger Kay Quotes
«It gives Apple a play in the digital living room that it didn't have before.»
«Dell is clearly the king of the hill when it comes to the PC industry, but the PC industry itself is under stress now.»
«As those costs go down, Apple's likely to respond by lowering prices because they're anxious to fend off competitors.»
«That's one of the things Compaq bought Digital for, their service organization.»
«They have a different business model. Nonetheless, there is still an overall issue of productivity.»
«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,»
«With the channel stuffed, the buying flow is smooth, ... Sales will be strong, but that revenue stream goes to the channel distributors, not the manufacturers.»
«Our software forecast went up from 17 percent year-over-year growth to 20 percent, mainly due to Microsoft,»
«Dell represents the bow of the PC boat,»
«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.»