“The adoption of Windows 2000 has been slower than we anticipated initially, but it will be one of the drivers that keeps PC demand going in the future.”
“They are primarily selling into their installed base and are not expanding their markets, ... Design innovation only gets you so far. It's hard to continue growing if you keep selling into your installed base.”
“Demand is off somewhat in the third quarter, but not nearly to the degree that it has been portrayed in the press. Europe has been a slow quarter for everybody, but I don't think there is a reason for panic that the industry is slowing down.”
“There's nothing here that isn't available from [IBM's] competition, but what IBM has done is developed a little bit easier approach for the non-tech savvy, ... They've made it easier to identify what the problems are and where the exposures are.”
“I don't see anything next quarter that will result in massive upgrades, ... Coming out with new colors is not going to drive a substantial number of upgrades. Going from blueberry to ruby is not a good reason to replace your machine.”
