Roger Kay
Roger Kay
aware case impact momentum months people seems six terms
The momentum right now is favoring AMD. That seems to have been the case for six months in terms of people being aware of it, but more like 18 months in terms of AMD having an impact on the market.
background cash city fairly finances flow grow huge noise politics price rise stock
They have a huge cash flow that finances a whole city of people, and yet where you can grow from there is actually fairly limited. Microsoft's stock price isn't going anywhere, and in that environment, politics that were background noise rise to the foreground.
balance fact intel likely position seems tip
Intel is in a position to tip the balance on this one, and in fact seems likely to do so,
apple company computer inside totally using
If I were inside Dell, I would be using Apple as the benchmark. Apple has totally wowed the computer world. They are the company to beat.
bad good hard news
The bad news is that it's hard to get to them, ... The good news is that they're not overexploited because they're hard to get to.
available class customer deliver enterprise gateway large normally offering portfolio providing services tailored types within
These types of enterprise services are typically available only to large organizations. By offering this portfolio to its mid-market customers, Gateway is providing them with a class of services not normally within their reach. Working through partners, Gateway is able to deliver services tailored appropriately for its customer set.
fair notebooks roaring taking
Notebooks are roaring and taking over from desktops at a pretty fair clip.
beyond company gateway needs operations taken
The company needs to get beyond where (Inouye) has taken it. Gateway needs a visionary. He's an operations guy.
bought brand company maintained profits separate since
This is a company with real profits and a real brand recognition. It's also a new thing for Dell since they haven't bought a company and maintained it as a separate subsidiary before that I know of.
campaign designed growth issue
I think the issue now is that growth may have stalled, and a campaign like this may be designed to reinvigorate it.
deals existing faster
The faster the obsolescence, the better the deals on existing stuff.
clean might neat
It's not as neat and clean as it might sound.