Roger Kay

There's a whole generation coming up that doesn't have a lot in their checking account but will some day, who think this is a cool idea.

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.

This is one of many new technology gold rushes out there.

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

There's a lot of cynicism about their growth prospects.

This quarter's results ratify the economic recovery, ... We have nearly a year of double-digit growth in the PC industry, which is a concurrent indicator of economic activity.

For young companies getting up and going, there's so much work to be done that politics takes a back seat to the job at hand.

We're at a unique period in retail history ... Retail is more anxious for partners right now than partners are for retail.

It's more of a horse race now.

The entire stack gets hurt.

The tablet PC is a generally good idea, and Microsoft is especially motivated to have a success in this form factor,

All consumers know there's nothing that's completely free. But they still go for the idea that something actually is free.

Frankly it was Apple -like. Microsoft generally cannot muster one-tenth of the stealth marketing Apple does, because they just have so many OEM partners that it is almost impossible to keep anything secret.

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

the rest of the industry has margins in the teens on a good day.

There is kind of a land-grab going on,

There is kind of a land-grab going on. There could be a natural monopoly that goes to the player who has the most muscle, delivers the best service.

It is certainly the most exciting introduction of software that Apple has made in a long time.

Windows itself has just grown into an enormous hairball over time.

The second - and third-tier vendors will be squeezed badly... The OEMs will take a margins-hit sooner or later. By the time the dusk settles on this, they will face lower margins.

The tablet has done better than the industry expected for the short period of time they've been shipping.

I think there is a very good possibility for consolidation, and it has been in the works for a long time. There is a lot of pressure on these companies, and you have the sense that it is in the cards. It's time to start looking at who are the weakest ones.

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,

Is this a threat to Microsoft Not today. But mammals weren't a threat either when dinosaurs were kings of the earth.

There's definitely kind of a tragedy in the brewing here.