Roger McNamee
Roger McNamee
Roger McNameeis an American businessman, investor, venture capitalist and musician. He is the founding partner of the venture capital firm Elevation Partners. Prior to co-founding the firm, McNamee co-founded private equity firm Silver Lake Partners and headed the T. Rowe Price Science and Technology Fund...
NationalityAmerican
ProfessionBusinessman
Date of Birth2 May 1956
CountryUnited States of America
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They started out in a world of spread sheets and word processors,
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Earnings right now is as good as you could possibly imagine. I mean, the economy is strong, the technology economy in particular is strong. I think what we have seen, though, is a phase shift on Wall Street and, frankly, investors are looking for reasons to sell.
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What's great about this deal is the right piece of CompuServe found good homes at decent prices. No one seems to have overpaid for anything.
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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.
ways
Motorola to me in some ways is a very disappointing company,
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My attitude is: it's about time they start doing things about their overhead and costs.
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I think what we've seen is a phase shift on Wall Street. And frankly investors are looking for a reason to sell.
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I think the best predictor is the immediate past, ... continuation of Internet IPO mania that we've seen over the past couple of months.
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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.
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Microsoft didn't get to $8 billion in revenues and $7 billion in cash because they fell asleep at the switch.
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Hes one of those people who has so many friends, they have no friends.
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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.
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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.
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I had better cellular coverage on a ship in the middle of the Mediterranean Sea than I have in many parts of Silicon Valley.