Rob Enderle Market Quotations

Given the fact that the desktop market space is predominately Windows, the results show an unusually high degree of dissatisfaction with the existing product and . . . a willingness to move to something else -- almost anything else -- to relieve their pain.

IE has been frozen for a number of years largely at the request of large corporations that didn't want to upgrade and impact the stability of their systems. The result was that new browsers were able to spring up and begin taking market share.

He has to expand market share. It's one thing to get the company into fighting weight; it's another thing to get into the fight.

The analogue on the car side is probably Porsche. Because its design is so important to users, it has a lot more impact on the market than its market share would indicate.

The overseas market isn't saturated like the U.S..

When a market is this tightly fought, any price drop in a component results in an immediate drop in hardware price.

Few things could have done more damage to the 2006 PC market then the slip of Windows Vista. This will have an adverse impact on a broad cross section of components and platform PC suppliers who depend on the 4th quarter to make their numbers. The big issue is consumers typically do not wait to buy, and will chose to buy something else and now wait until later in 2007 to purchase their computers.

The GPS navigation market is poised for rapid growth in the US in 2006. The most successful GPS products will be those with affordable prices, strong performance, and a simple user interface.

We already know when consumers don't buy in the fourth quarter, they don't come back in the first quarter. This has created a market opportunity that is unprecedented for Apple if they can execute.

The thing that makes me so nervous is that there are no hardware (manufacturers) here. I don't have anything to wrap my arms around and say, Ah, yes, this is something that's coming to market soon.

The business market wants low-maintenance devices. Appliances can get close to this profile,

This is a potentially market-changing event. My sense is that this is going to increase Apple's market share dramatically.

This is the emergence of the new Gateway. It's critical for them that the market see them as a new and vibrant company, as opposed to the perception that followed them at the beginning of the year, that this is a company that's going out of business.

It's a huge market and largely untapped right now. Kids want phones, but nothing really deals with their parents' concerns. This will quickly spread to all of the wireless services.

The big unanswered question in the market is whether Apple hardware could successfully sell with Windows on it, and by successful, I mean be competitive to a degree that it could grow Apple's hardware share massively.

The consumer market is largely a fourth-quarter market nowadays, and this will severely damage the market. There is no way around it.