It's very much steady Eddie. Microsoft showed nice growth and better levels of profitability.
Let's not ignore the fundamental course of business.
People will move into software next year. It's a question of when, not if.
Netscape is less and less of a priority for AOL Time Warner, and this is just another step in the slow sun-setting process of Netscape Navigator.
We are now at an inflection point where I think growth is going to start accelerating.
Entrust is one of the companies today that has a very specialized solution and has yet to broaden its portfolio. It's ripe for acquisition.
Strategically, the deal makes sense. I would have liked the deal better if it wasn't part of a series of acquisitions ... but I still think the positives outweigh the negatives.
The server business did really well. There are good things going on ahead of Longhorn.
There is a definite horse race between the two of them. But this is a massive market. It is not an either/or situation. Both will be successful.
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