Roger McNamee

Roger
McNamee
1956

American Businessman, Investor, Venture Capitalist and Musician, Founding Partner of the venture capital firm Elevation Partners

Author Quotes

I had better cellular coverage on a ship in the middle of the Mediterranean Sea than I have in many parts of Silicon Valley.

The cash flow and the dividend and all the other value elements are so attractive that essentially growth is an option on this security,? he said. ?And I don?t worry about the product cycles the way I would in a Facebook, or an Amazon or somebody where the valuation isn?t so low

I pray you're right. There has been no incentive to compete for those market spaces, the customers are inert. They have implemented maintenance contracts and it's too much [effort and expense] for them to get off the elevator.

The evidence of what you can sell on the Web is not conclusive. Have you seen the Toys R Us site? Never mind reaching Main Street, these guys can't get out of park.

I think Apple?s magic will work in the cloud as well as it?s worked anywhere else.

The Flying Other Brothers will be in San Francisco and Lake Tahoe this coming weekend...with G.E. Smith on lead guitar!

I think the best predictor is the immediate past... continuation of Internet IPO mania that we've seen over the past couple of months.

The issue with CompuServe is its service is fundamentally different.

I think what we've seen is a phase shift on Wall Street. And frankly investors are looking for a reason to sell.

The key thing to remember is that whenever you go through a prolonged correction, what matters is not the portfolio you own when the correction starts, but the one you own when it ends.

Intel's investors really want to know what the outlook is for the next few quarters,

The PC industry is having a terrific year, particularly if you are one of the big four producers. Those companies are growing twice as fast as everyone else in the industry and gaining very rapidly.

It?s unbelievable what that guy knows.

These two companies together control many of the key pieces of the technology that make up the backbone of the Internet... In any Internet service provider, you'll find Ascend and Cascade equipment dominating. I think from a strategic standpoint, this makes a ton of sense.

It's hard to blame him for calling it quits. I think this is a very big challenge.

They have huge opportunities available to them, some of which would benefit from a more liquid balance sheet.

An iPad is not a product you upgrade every year. I still have all three of the iPads that I bought. I still use them all and that?s a value from a consumer point of view. But clearly, [in] the phone market, they break very frequently so the upgrades of people who already have them come much more regularly.

Microsoft didn't get to $8 billion in revenues and $7 billion in cash because they fell asleep at the switch.

They respond very aggressively when they perceive a threat that could be meaningful,

Android has been managed essentially to make it a profitless prosperity. Right now, if Google is not careful, Android will be Samsung or Samsung will be Android? .There is nothing wrong with Android as a product except that it does not do much. It is the equivalent of having a motor scooter at the Indianapolis 500.

Motorola to me in some ways is a very disappointing company. I'm moderately optimistic about the stock here but I don't see the value here that I would like to see to be an aggressive buyer.

They started out in a world of spread sheets and word processors.

Could I live without it? Yes. Would I do as well without it? Absolutely not. It allows me to balance work and home.

My attitude is: it's about time they start doing things about their overhead and costs.

This March quarter earnings season was, without a doubt, the finest first- quarter season I have ever seen in 18 years in the business... In the Money.

Author Picture
First Name
Roger
Last Name
McNamee
Birth Date
1956
Bio

American Businessman, Investor, Venture Capitalist and Musician, Founding Partner of the venture capital firm Elevation Partners