Romeo Dator Quotes
We have heard stories where salespeople from Dell have said, 'We can't compete (on) selling servers; the customer wants AMD'. 
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Heard | Stories | Salespeople | Dell | Compete |
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They're going up against strong financially well established companies. In cell phones, they're going up against Nokia and in gaming they're going up against Sony. It's not a given that Microsoft will be able to succeed in all these new areas.
- Romeo Dator
The bias is still to the downside because no one has spoken in terms of an improved spending environment. The [second-quarter] estimates were fairly high with double-digit earnings growth built into a lot of the models. Without spending picking up, we think estimates have to come down, therefore the valuations come down and the stock prices come down.
- Romeo Dator