Roger Kay Quotes

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.

- Roger Kay

Tags

Huge | Cash | Flow | Finances | City |

comments powered by Disqus

Random

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. - Roger Kay

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. - Roger Kay