Roger Kay Quotes

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.

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.

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 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.

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.

The sad truth is that consumers will buy what's on the shelf. Businesses will wait.

We expect one to two years of pretty low numbers until you get some real uptakes, ... But Microsoft is putting everything it's got behind this, so it could have a wider adoption than we think.

There's definitely an appeal to the shorter sign-up period for Internet access. It might be a good calculated risk to not having to commit for three years. It seems like a long time.

That's not necessarily a bad thing. If you look at the auto industry, Detroit is in virtually the same situation it's been in for the last 30 years. There's not a lot of car growth in terms of actual unit sales, but they enhance revenue by adding features. That's something that up until now has not been accepted in the PC industry.