54 Quotes by Michael Davis

Inventory levels have been held back because of the pervasive pessimism in technology. There was resistance to build inventory because of fear of charges.

I didn't think I was wasting my time. I thought I was in the right company. Those guys were so good. The more we played, the more it became obvious that we had something special. No other band was... I didn't think any other band was capable of what we were doing.

I attempted to liberate some sunglasses from the corner drugstore. It wasn't a good idea. So they came charging out of there with ball-bats. I guess they thought I was a pretty vicious individual.

The Iraq situation just seems to hang over business investment decisions, which is critical right now, ... Unfortunately, we're dependent upon enterprise spending. We're seeing signs that telecom is starting to catch on. But if you look at a company like Cisco, where two-thirds of their business is tied to enterprise spending, we're still in this quagmire.

These guys are characters, and that's one of the things that got ESPN very excited, ... They don't look so perfect. They've got strange regional accents and odd facial hair. They've lived a lot of life and they look like it. And they are also superb at what they do.

The idea is you are not doing anything behind closed doors.

The evidence is in that tech is finally turning around, ... That's most clearly demonstrated with telecom. Even Lucent, despite its weaker performance among its peers, is suggesting they've got some visibility.

The guidance, although somewhat more optimistic than it has been, didn't really hit a home run,

We had all these things to deal with - houses full of people and John going to jail, guys from New York saying 'don't worry about anything.' So it was really confusing.