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.
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.
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.
aware buying commercial currently customers delay expose future issue market might product
There is always an issue for a product you currently have when you expose the market to a future product. When commercial customers become aware that there might be something better down the road, they might delay buying now, particularly if they have some flexibility.
line particular segments small targeted
This new line is targeted at segments that have been underserved before - in particular the small business.