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.
More Quotes from Roger Kay:
I would say publishers should be concerned. It wouldn't surprise me to find Rupert Murdoch taking a big stake in a portal company.Roger Kay
We expect one to two years of pretty low numbers until you get some real uptakes, ... But Microsoft is putting everything it's got behind this, so it could have a wider adoption than we think.
Roger Kay
There's a lot of cynicism about their growth prospects.
Roger Kay
It'd be business as usual, only more so.
Roger Kay
The success of this is critical. The company is currently living on astounding product introductions but it doesn't have a solid core sustainable business beyond its traditional segments.
Roger Kay
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
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