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Letter "R" » Roger Kay Quotes
«There's a lot of capacity around, and the demand still seems to be pretty weak,»
«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.»
«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.»
«At this point, they seem pretty disciplined.»
«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.»
«This weekend looked pretty jolly, ... Consumers are out in force.»
«[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.»
«It'd be business as usual, only more so.»
«In some sense they've never been better technologically than right now, ... But from a financial and market-share perspective, they've been floating down.»
«We're at a unique period in [retail] history ... Retail is more anxious for partners right now than partners are for retail.»