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Letter "T" » Tim Bajarin Quotes
«The guys in the PC industry realized that the enterprise market flattened out and that the next true growth market is going to be consumers. Steve Jobs, to his credit, declared early that the Mac was going to be the hub of the digital lifestyle, and it's a strategy Apple has pursued aggressively and with no apologies since then.»
«The content guys were adamant about how their movies and music were to be protected on Sony devices. That clash created a difficult situation since Sony is an amalgam of the consumer electronics value chain.»
«Historically, Steve [Jobs] won't accept anything less than 20% gross margin on any product. In the rare cases when the gross margins have dropped below that, it has been a fluke.»
«For the last two years we've talked about Internet appliances. This year we'll actually see some.»
«It's clearly going to shake things up.»
«They're extremely late. In this stage of the game, I'm skeptical this product will give them enough revenue to impact the bottom line for their next quarter.»
«Though Creative is a worthy competitor, I think Vision:M will have zero impact on Apple.»
«He's a colorful guy. But since what he says sometimes doesn't happen, it impacts our ability to see him as truly credible.»
«While Apple has done the best job to date, not everybody is ready to just throw in with Apple. Nor are they willing to do so with Microsoft and their store or Real and their store. In some cases, they'd like to do without the middleman and sell direct to customers.»
«There's a lot of confusion. You have multiple channels vying to try to be the best video/music distribution vehicle, period.»