Roger Kay Quotes

With components in abundance, it's not as if there are any kind of spikes on the cost side. In that kind of environment, you're going to see some very aggressive moves by the vendors in order to get that holiday demand up.

- Roger Kay

Tags

Components | Abundance | Kind | Spikes | Cost |

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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. - Roger Kay

It's the reason why HP bought Compaq. They had pretty much the same portfolio but they married to create bulk. And if Time Warner gets the right price, then AOL is available. But I suspect that they are looking for a partnership in AOL. - Roger Kay

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