'Fun' sounds like crypto for consumer to me. |
A lot of people just use PCs as DVD players. But they want a nice interface for that. Theoretically, if there was zero premium [for the Media Center OS], it'd be on 100 percent of home PCs. |
After four quarters of subdued buying, consumers in the United States ended the year with a burst of activity, particularly in retail. |
All consumers know there's nothing that's completely free. But they still go for the idea that something actually is free. |
Although shipment levels in the United States remain depressed, the seasonal pattern appears to be holding, albeit at a lower level than last year. Businesses are spending cautiously, and consumers have still not emerged from their shells, but there is some hope that the worst is behind us, |
Apple has become the pacesetter for the consumer computer industry. |
Apple is now becoming an important player in the digital entertainment domain. And it may be there that ultimately they get challenged on antitrust issues by various governments, including the U.S. |
Apple's margins are the envy of the entire PC industry. |
As the market gets to be more commodity-like you need to distinguish yourself in whatever way you can. |
As those costs go down, Apple's likely to respond by lowering prices because they're anxious to fend off competitors. |
At this point, they seem pretty disciplined. |
Based on an assessment of 2005 shipments and assumptions about decreasing costs and improving usage models, Endpoint believes that the U.S. embedded wide-area wireless notebook market will rise to nearly 20 million units in 2010. |
Battery life is very high on the list of customers' requirements. The immediate reaction is, 'What took so long? |
Boxes will get smaller and more stylish. Even in the corporate segment style will count. |
Centrino was $300 million, so I would think between $100 million to $300 million will go into this. |